AWM
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Aviso Wealth Management’s Caterpillar CAT Stock Holding History

Aviso Wealth Management’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$797K Sell
1,125
-1,604
-59% -$1.11M 0.36% 62
2025
Q4 		$1.56M Sell
2,729
-102
-4% -$56.7K 0.66% 37
2025
Q3 		$1.35M Buy
2,831
+62
+2% +$26.5K 0.59% 43
2025
Q2 		$1.07M Buy
2,769
+153
+6% +$51K 0.5% 51
2025
Q1 		$863K Buy
2,616
+579
+28% +$206K 0.46% 59
2024
Q4 		$739K Buy
2,037
+3
+0.1% +$1.16K 0.38% 70
2024
Q3 		$795K Buy
2,034
+1,080
+113% +$373K 0.43% 65
2024
Q2 		$318K Buy
954
+124
+15% +$43K 0.19% 108
2024
Q1 		$304K Buy
830
+124
+18% +$39.6K 0.19% 111
2023
Q4 		$209K Buy
+706
New +$183K 0.15% 137

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aviso Wealth Management's CAT Position: Q1 2026 in Review

Aviso Wealth Management reduced its Caterpillar (CAT) stake by 59% in Q1 2026, selling an estimated $1.11M and leaving 1,125 shares worth $797K. The position accounts for 0.36% of the portfolio, ranked #62.

Aviso Wealth Management first reported a position in CAT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.56M in Q4 2025. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Aviso Wealth Management held 1,125 shares of Caterpillar worth $797K as of Q1 2026.
  • Aviso Wealth Management sold 1,604 Caterpillar shares in Q1 2026, an estimated $1.11M.
  • Caterpillar made up 0.36% of Aviso Wealth Management's portfolio in Q1 2026, its #62 holding.
  • Aviso Wealth Management first reported a position in Caterpillar in Q4 2023 and has held it in 10 quarters since.
  • Aviso Wealth Management's Caterpillar position peaked at $1.56M in Q4 2025.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.