Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $454M | Buy |
425,977
+8,676
| +2% | +$7.62M | 0.67% | 23 |
|
|
2026
Q1 | $296M | Buy |
417,301
+11,968
| +3% | +$8.29M | 0.5% | 31 |
|
|
2025
Q4 | $232M | Buy |
405,333
+21,161
| +6% | +$11.8M | 0.39% | 42 |
|
|
2025
Q3 | $183M | Buy |
384,172
+23,046
| +6% | +$9.84M | 0.33% | 49 |
|
|
2025
Q2 | $140M | Buy |
361,126
+21,608
| +6% | +$7.2M | 0.29% | 65 |
|
|
2025
Q1 | $112M | Buy |
339,518
+47,065
| +16% | +$16.8M | 0.27% | 78 |
|
|
2024
Q4 | $106M | Buy |
292,453
+16,137
| +6% | +$6.26M | 0.28% | 68 |
|
|
2024
Q3 | $108M | Buy |
276,316
+6,215
| +2% | +$2.15M | 0.28% | 69 |
|
|
2024
Q2 | $90M | Buy |
270,101
+41,783
| +18% | +$14.5M | 0.25% | 74 |
|
|
2024
Q1 | $83.7M | Buy |
228,318
+37,996
| +20% | +$12.1M | 0.28% | 69 |
|
|
2023
Q4 | $56.3M | Buy |
190,322
+8,987
| +5% | +$2.33M | 0.2% | 99 |
|
|
2023
Q3 | $49.5M | Buy |
181,335
+18,591
| +11% | +$5.04M | 0.21% | 89 |
|
|
2023
Q2 | $40M | Buy |
162,744
+61,377
| +61% | +$13.7M | 0.16% | 123 |
|
|
2023
Q1 | $23.2M | Sell |
101,367
-17,915
| -15% | -$4.33M | 0.11% | 286 |
|
|
2022
Q4 | $28.6M | Buy |
119,282
+23,451
| +24% | +$5.11M | 0.14% | 184 |
|
|
2022
Q3 | $15.7M | Sell |
95,831
-37,692
| -28% | -$6.89M | 0.09% | 317 |
|
|
2022
Q2 | $23.9M | Sell |
133,523
-9,840
| -7% | -$2.07M | 0.13% | 208 |
|
|
2022
Q1 | $31.9M | Sell |
143,363
-192,897
| -57% | -$40.5M | 0.16% | 128 |
|
|
2021
Q4 | $69.5M | Sell |
336,260
-54,449
| -14% | -$11M | 0.29% | 69 |
|
|
2021
Q3 | $75M | Sell |
390,709
-2,506
| -0.6% | -$522K | 0.33% | 62 |
|
|
2021
Q2 | $85.6M | Sell |
393,215
-2,889
| -0.7% | -$667K | 0.38% | 55 |
|
|
2021
Q1 | $91.8M | Buy |
396,104
+45,748
| +13% | +$9.47M | 0.45% | 46 |
|
|
2020
Q4 | $63.8M | Buy |
350,356
+175,477
| +100% | +$29.8M | 0.33% | 69 |
|
|
2020
Q3 | $26.1M | Sell |
174,879
-5,646
| -3% | -$793K | 0.15% | 121 |
|
|
2020
Q2 | $22.8M | Sell |
180,525
-8,044
| -4% | -$954K | 0.14% | 124 |
|
|
2020
Q1 | $21.9M | Sell |
188,569
-851
| -0.4% | -$109K | 0.16% | 115 |
|
|
2019
Q4 | $28M | Sell |
189,420
-4,048
| -2% | -$565K | 0.17% | 118 |
|
|
2019
Q3 | $24.4M | Sell |
193,468
-12,263
| -6% | -$1.56M | 0.17% | 128 |
|
|
2019
Q2 | $28M | Sell |
205,731
-11,058
| -5% | -$1.46M | 0.19% | 107 |
|
|
2019
Q1 | $29.4M | Sell |
216,789
-147,508
| -40% | -$19.6M | 0.2% | 115 |
|
|
2018
Q4 | $46.3M | Sell |
364,297
-54,749
| -13% | -$7.12M | 0.35% | 74 |
|
|
2018
Q3 | $63.9M | Buy |
419,046
+126,585
| +43% | +$17.9M | 0.35% | 73 |
|
|
2018
Q2 | $39.7M | Buy |
292,461
+3,426
| +1% | +$512K | 0.23% | 105 |
|
|
2018
Q1 | $42.6M | Sell |
289,035
-27,231
| -9% | -$4.3M | 0.26% | 98 |
|
|
2017
Q4 | $49.8M | Sell |
316,266
-47,160
| -13% | -$6.54M | 0.28% | 87 |
|
|
2017
Q3 | $45.3M | Buy |
363,426
+2,147
| +0.6% | +$247K | 0.24% | 102 |
|
|
2017
Q2 | $38.8M | Buy |
361,279
+260
| +0.1% | +$26.4K | 0.22% | 113 |
|
|
2017
Q1 | $33.5M | Sell |
361,019
-20,767
| -5% | -$1.97M | 0.19% | 121 |
|
|
2016
Q4 | $35.4M | Sell |
381,786
-55,623
| -13% | -$5.04M | 0.21% | 110 |
|
|
2016
Q3 | $38.8M | Sell |
437,409
-11,644
| -3% | -$953K | 0.24% | 96 |
|
|
2016
Q2 | $34.1M | Buy |
449,053
+51,103
| +13% | +$3.83M | 0.23% | 96 |
|
|
2016
Q1 | $30.5M | Sell |
397,950
-2,360
| -0.6% | -$158K | 0.23% | 99 |
|
|
2015
Q4 | $27.2M | Sell |
400,310
-9,113
| -2% | -$637K | 0.21% | 109 |
|
|
2015
Q3 | $26.8M | Sell |
409,423
-55,420
| -12% | -$4.24M | 0.22% | 109 |
|
|
2015
Q2 | $39.4M | Buy |
464,843
+22,921
| +5% | +$1.97M | 0.28% | 81 |
|
|
2015
Q1 | $35.4M | Buy |
441,922
+100,677
| +30% | +$8.37M | 0.24% | 93 |
|
|
2014
Q4 | $31.2M | Sell |
341,245
-62,835
| -16% | -$6.12M | 0.24% | 96 |
|
|
2014
Q3 | $40M | Sell |
404,080
-3,496
| -0.9% | -$371K | 0.32% | 70 |
|
|
2014
Q2 | $44.3M | Sell |
407,576
-10,787
| -3% | -$1.13M | 0.34% | 64 |
|
|
2014
Q1 | $41.6M | Sell |
418,363
-81,454
| -16% | -$7.68M | 0.34% | 68 |
|
|
2013
Q4 | $45.4M | Sell |
499,817
-43,810
| -8% | -$3.74M | 0.38% | 64 |
|
|
2013
Q3 | $45.3M | Buy |
543,627
+93,113
| +21% | +$7.88M | 0.4% | 53 |
|
|
2013
Q2 | $37.2M | Buy |
+450,514
| New | +$38.3M | 0.38% | 61 |
|
Other funds holding CAT
Aviva's CAT Position: Q2 2026 in Review
Aviva increased its Caterpillar (CAT) stake by 2.1% in Q2 2026, buying an estimated $7.62M and bringing the position to 425,977 shares worth $454M. The position accounts for 0.67% of the portfolio, ranked #23.
Aviva first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Aviva held 425,977 shares of Caterpillar worth $454M as of Q2 2026.
- Aviva bought 8,676 Caterpillar shares in Q2 2026, an estimated $7.62M.
- Caterpillar made up 0.67% of Aviva's portfolio in Q2 2026, its #23 holding.
- Aviva first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
- 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Aviva's 13F filing for Q2 2026, filed 13 Aug 2026.