AIM
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Avity Investment Management’s Caterpillar CAT Stock Holding History

Avity Investment 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 		$1.26M Sell
1,180
-205
-15% -$180K 0.08% 66
2026
Q1 		$981K Hold
1,385
– – 0.07% 68
2025
Q4 		$793K Hold
1,385
– – 0.06% 69
2025
Q3 		$661K Sell
1,385
-15
-1% -$6.4K 0.05% 73
2025
Q2 		$543K Sell
1,400
-25
-2% -$8.33K 0.04% 78
2025
Q1 		$470K Buy
1,425
+300
+27% +$107K 0.04% 76
2024
Q4 		$408K Sell
1,125
-50
-4% -$19.4K 0.03% 82
2024
Q3 		$460K Hold
1,175
– – 0.04% 76
2024
Q2 		$391K Sell
1,175
-100
-8% -$34.7K 0.03% 82
2024
Q1 		$467K Sell
1,275
-25
-2% -$7.99K 0.04% 74
2023
Q4 		$384K Hold
1,300
– – 0.03% 81
2023
Q3 		$355K Sell
1,300
-100
-7% -$27.1K 0.04% 67
2023
Q2 		$344K Sell
1,400
-300
-18% -$66.9K 0.03% 70
2023
Q1 		$389K Sell
1,700
-15
-0.9% -$3.63K 0.04% 67
2022
Q4 		$411K Sell
1,715
-342
-17% -$74.5K 0.04% 64
2022
Q3 		$338K Sell
2,057
-25
-1% -$4.57K 0.04% 61
2022
Q2 		$372K Hold
2,082
– – 0.04% 63
2022
Q1 		$464K Sell
2,082
-133
-6% -$27.9K 0.04% 64
2021
Q4 		$458K Buy
2,215
+100
+5% +$20.1K 0.04% 61
2021
Q3 		$406K Buy
2,115
+183
+9% +$38.1K 0.03% 64
2021
Q2 		$420K Buy
1,932
+200
+12% +$46.2K 0.04% 63
2021
Q1 		$402K Hold
1,732
– – 0.04% 62
2020
Q4 		$315K Buy
+1,732
New +$294K 0.03% 65

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Avity Investment Management's CAT Position: Q2 2026 in Review

Avity Investment Management reduced its Caterpillar (CAT) stake by 15% in Q2 2026, selling an estimated $180K and leaving 1,180 shares worth $1.26M. The position accounts for 0.08% of the portfolio, ranked #66.

Avity Investment Management first reported a position in CAT in Q4 2020 and has held it in 23 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Avity Investment Management held 1,180 shares of Caterpillar worth $1.26M as of Q2 2026.
  • Avity Investment Management sold 205 Caterpillar shares in Q2 2026, an estimated $180K.
  • Caterpillar made up 0.08% of Avity Investment Management's portfolio in Q2 2026, its #66 holding.
  • Avity Investment Management first reported a position in Caterpillar in Q4 2020 and has held it in 23 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Avity Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.