AIM
CAT icon

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
Q3 		$1.54M Buy
1,895
+715
+61% +$606K 0.1% 63
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

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Avity Investment Management's CAT Position: Q3 2026 in Review

Avity Investment Management increased its Caterpillar (CAT) stake by 61% in Q3 2026, buying an estimated $606K and bringing the position to 1,895 shares worth $1.54M. The position accounts for 0.1% of the portfolio, ranked #63.

Avity Investment Management first reported a position in CAT in Q4 2020 and has held it in 24 quarters since. 214 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Avity Investment Management held 1,895 shares of Caterpillar worth $1.54M as of Q3 2026.
  • Avity Investment Management bought 715 Caterpillar shares in Q3 2026, an estimated $606K.
  • Caterpillar made up 0.1% of Avity Investment Management's portfolio in Q3 2026, its #63 holding.
  • Avity Investment Management first reported a position in Caterpillar in Q4 2020 and has held it in 24 quarters since.
  • 214 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Avity Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.