Aviso Wealth Management
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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
Q3 		$955K Buy
1,177
+13
+1% +$11K 0.37% 57
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Aviso Wealth Management's CAT Position: Q3 2026 in Review

Aviso Wealth Management increased its Caterpillar (CAT) stake by 1.1% in Q3 2026, buying an estimated $11K and bringing the position to 1,177 shares worth $955K. The position accounts for 0.37% of the portfolio, ranked #57.

Aviso Wealth Management first reported a position in CAT in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.56M in Q4 2025. 2,734 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Aviso Wealth Management held 1,177 shares of Caterpillar worth $955K as of Q3 2026.
  • Aviso Wealth Management bought 13 Caterpillar shares in Q3 2026, an estimated $11K.
  • Caterpillar made up 0.37% of Aviso Wealth Management's portfolio in Q3 2026, its #57 holding.
  • Aviso Wealth Management first reported a position in Caterpillar in Q4 2023 and has held it in 12 quarters since.
  • Aviso Wealth Management's Caterpillar position peaked at $1.56M in Q4 2025.
  • 2,734 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Aviso Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.