Optivise Advisory Services’s Caterpillar CAT Stock Holding History

Optivise Advisory Services’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	$395K	Sell	487 -62	-11%	-$52.6K	0.19%	126
2026 Q2	$585K	Sell	549 -323	-37%	-$284K	0.3%	95
2026 Q1	$618K	Sell	872 -64	-7%	-$44.3K	0.37%	75
2025 Q4	$536K	Buy	936 +329	+54%	+$183K	0.31%	88
2025 Q3	$290K	Buy	+607	New	+$259K	0.17%	130
2024 Q4	–	Sell	-651	Closed	-$254K	–	177
2024 Q3	$254K	Sell	651 -88	-12%	-$30.4K	0.13%	140
2024 Q2	$246K	Buy	+739	New	+$256K	0.13%	145

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Optivise Advisory Services's CAT Position: Q3 2026 in Review

Optivise Advisory Services reduced its Caterpillar (CAT) stake by 11% in Q3 2026, selling an estimated $52.6K and leaving 487 shares worth $395K. The position accounts for 0.19% of the portfolio, ranked #126.

Optivise Advisory Services first reported a position in CAT in Q2 2024 and has held it in 7 quarters since. The position peaked at $618K in Q1 2026. 1,772 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Optivise Advisory Services held 487 shares of Caterpillar worth $395K as of Q3 2026.
Optivise Advisory Services sold 62 Caterpillar shares in Q3 2026, an estimated $52.6K.
Caterpillar made up 0.19% of Optivise Advisory Services's portfolio in Q3 2026, its #126 holding.
Optivise Advisory Services first reported a position in Caterpillar in Q2 2024 and has held it in 7 quarters since.
Optivise Advisory Services's Caterpillar position peaked at $618K in Q1 2026.
1,772 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.