Aigen Investment Management’s Caterpillar CAT Stock Holding History

Aigen Investment Management’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	$1.09M	Buy	+1,025	New	+$900K	0.3%	92
2026 Q1	–	Sell	-1,459	Closed	-$836K	–	548
2025 Q4	$836K	Buy	+1,459	New	+$811K	0.19%	150
2025 Q2	–	Sell	-6,710	Closed	-$2.21M	–	815
2025 Q1	$2.21M	Buy	+6,710	New	+$2.39M	0.35%	63
2024 Q4	–	Sell	-4,037	Closed	-$1.58M	–	754
2024 Q3	$1.58M	Buy	+4,037	New	+$1.39M	0.31%	75
2024 Q1	–	Sell	-750	Closed	-$222K	–	699
2023 Q4	$222K	Buy	+750	New	+$195K	0.04%	628
2022 Q1	–	Sell	-16,284	Closed	-$3.27M	–	609
2021 Q4	$3.27M	Buy	+16,284	New	+$3.28M	0.2%	134
2021 Q3	–	Sell	-8,408	Closed	-$1.83M	–	488
2021 Q2	$1.83M	Buy	+8,408	New	+$1.94M	0.32%	84
2021 Q1	–	Sell	-15,681	Closed	-$2.85M	–	643
2020 Q4	$2.85M	Buy	+15,681	New	+$2.66M	0.37%	59

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Aigen Investment Management's CAT Position: Q2 2026 in Review

Aigen Investment Management opened a new position in Caterpillar (CAT) in Q2 2026: 1,025 shares worth $1.09M. The stake represents 0.3% of the portfolio and ranks #92 among its holdings. This is a return to the name: Aigen Investment Management previously reported a position in CAT as recently as Q4 2025.

Aigen Investment Management first reported a position in CAT in Q4 2020 and has held it in 8 quarters since. The position peaked at $3.27M in Q4 2021. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Aigen Investment Management held 1,025 shares of Caterpillar worth $1.09M as of Q2 2026.
Caterpillar was a new Aigen Investment Management position in Q2 2026.
Caterpillar made up 0.3% of Aigen Investment Management's portfolio in Q2 2026, its #92 holding.
Aigen Investment Management first reported a position in Caterpillar in Q4 2020 and has held it in 8 quarters since.
Aigen Investment Management's Caterpillar position peaked at $3.27M in Q4 2021.
4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Aigen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.