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
Q2 		$1.24M Buy
1,164
+39
+3% +$34.3K 0.42% 50
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Aviso Wealth Management's CAT Position: Q2 2026 in Review

Aviso Wealth Management increased its Caterpillar (CAT) stake by 3.5% in Q2 2026, buying an estimated $34.3K and bringing the position to 1,164 shares worth $1.24M. The position accounts for 0.42% of the portfolio, ranked #50.

Aviso Wealth Management first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.56M in Q4 2025. 4,061 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Aviso Wealth Management held 1,164 shares of Caterpillar worth $1.24M as of Q2 2026.
  • Aviso Wealth Management bought 39 Caterpillar shares in Q2 2026, an estimated $34.3K.
  • Caterpillar made up 0.42% of Aviso Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Aviso Wealth Management first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • Aviso Wealth Management's Caterpillar position peaked at $1.56M in Q4 2025.
  • 4,061 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.