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 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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Optivise Advisory Services's CAT Position: Q2 2026 in Review

Optivise Advisory Services reduced its Caterpillar (CAT) stake by 37% in Q2 2026, selling an estimated $284K and leaving 549 shares worth $585K. The position accounts for 0.3% of the portfolio, ranked #95.

Optivise Advisory Services first reported a position in CAT in Q2 2024 and has held it in 6 quarters since. The position peaked at $618K in Q1 2026. 1,451 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Optivise Advisory Services held 549 shares of Caterpillar worth $585K as of Q2 2026.
Optivise Advisory Services sold 323 Caterpillar shares in Q2 2026, an estimated $284K.
Caterpillar made up 0.3% of Optivise Advisory Services's portfolio in Q2 2026, its #95 holding.
Optivise Advisory Services first reported a position in Caterpillar in Q2 2024 and has held it in 6 quarters since.
Optivise Advisory Services's Caterpillar position peaked at $618K in Q1 2026.
1,451 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.