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Foster Victor Wealth Advisors’s Caterpillar CAT Stock Holding History

Foster Victor Wealth Advisors’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 		$920K Buy
986
+173
+21% +$152K 0.05% 143
2026
Q1 		$646K Buy
813
+15
+2% +$10.4K 0.04% 151
2025
Q4 		$516K Sell
798
-303
-28% -$168K 0.03% 160
2025
Q3 		$548K Buy
1,101
+231
+27% +$98.6K 0.03% 144
2025
Q2 		$350K Buy
870
+12
+1% +$4K 0.02% 161
2025
Q1 		$252K Buy
858
+12
+1% +$4.27K 0.02% 171
2024
Q4 		$327K Buy
846
+35
+4% +$13.6K 0.03% 152
2024
Q3 		$321K Sell
811
-92
-10% -$31.8K 0.03% 152
2024
Q2 		$326K Buy
903
+127
+16% +$44K 0.03% 149
2024
Q1 		$289K Sell
776
-28
-3% -$8.95K 0.03% 145
2023
Q4 		$235K Buy
804
+6
+0.8% +$1.56K 0.02% 149
2023
Q3 		$212K Sell
798
-226
-22% -$61.3K 0.02% 149
2023
Q2 		$251K Buy
+1,024
New +$228K 0.03% 138

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Foster Victor Wealth Advisors's CAT Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its Caterpillar (CAT) stake by 21% in Q2 2026, buying an estimated $152K and bringing the position to 986 shares worth $920K. The position accounts for 0.05% of the portfolio, ranked #143.

Foster Victor Wealth Advisors first reported a position in CAT in Q2 2023 and has held it in 13 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Foster Victor Wealth Advisors held 986 shares of Caterpillar worth $920K as of Q2 2026.
  • Foster Victor Wealth Advisors bought 173 Caterpillar shares in Q2 2026, an estimated $152K.
  • Caterpillar made up 0.05% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #143 holding.
  • Foster Victor Wealth Advisors first reported a position in Caterpillar in Q2 2023 and has held it in 13 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.