Octavia Wealth Advisors’s Caterpillar CAT Stock Holding History

Octavia 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	$528K	Sell	495 -23	-4%	-$20.2K	0.05%	116
2026 Q1	$367K	Sell	518 -38	-7%	-$26.3K	0.04%	161
2025 Q4	$316K	Sell	556 -219	-28%	-$122K	0.03%	185
2025 Q3	$370K	Buy	775 +194	+33%	+$82.8K	0.04%	167
2025 Q2	$225K	Sell	581 -193	-25%	-$64.3K	0.03%	206
2025 Q1	$255K	Buy	774 +136	+21%	+$48.4K	0.03%	184
2024 Q4	$231K	Buy	638 +3	+0.5%	+$1.16K	0.03%	202
2024 Q3	$248K	Sell	635 -116	-15%	-$40.1K	0.03%	193
2024 Q2	$250K	Sell	751 -98	-12%	-$34K	0.03%	189
2024 Q1	$311K	Sell	849 -187	-18%	-$59.8K	0.05%	163
2023 Q4	$306K	Buy	+1,036	New	+$269K	0.05%	172

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Octavia Wealth Advisors's CAT Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its Caterpillar (CAT) stake by 4.4% in Q2 2026, selling an estimated $20.2K and leaving 495 shares worth $528K. The position accounts for 0.05% of the portfolio, ranked #116.

Octavia Wealth Advisors first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 1,814 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Octavia Wealth Advisors held 495 shares of Caterpillar worth $528K as of Q2 2026.
Octavia Wealth Advisors sold 23 Caterpillar shares in Q2 2026, an estimated $20.2K.
Caterpillar made up 0.05% of Octavia Wealth Advisors's portfolio in Q2 2026, its #116 holding.
Octavia Wealth Advisors first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
1,814 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.