AA
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Aire Advisors’s Caterpillar CAT Stock Holding History

Aire 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 		$3.06M Sell
2,873
-5
-0.2% -$4.39K 0.5% 48
2026
Q1 		$2.04M Buy
2,878
+10
+0.3% +$6.93K 0.37% 54
2025
Q4 		$1.64M Buy
2,868
+4
+0.1% +$2.22K 0.3% 60
2025
Q3 		$1.37M Sell
2,864
-6,178
-68% -$2.64M 0.25% 65
2025
Q2 		$3.51M Buy
9,042
+25
+0.3% +$8.33K 0.68% 38
2025
Q1 		$2.97M Sell
9,017
-200
-2% -$71.2K 0.63% 37
2024
Q4 		$3.34M Buy
9,217
+105
+1% +$40.7K 0.69% 35
2024
Q3 		$3.56M Buy
9,112
+1
+0% +$345 0.79% 31
2024
Q2 		$3.03M Sell
9,111
-230
-2% -$79.8K 0.69% 33
2024
Q1 		$3.42M Buy
9,341
+1
+0% +$320 0.77% 31
2023
Q4 		$2.76M Sell
9,340
-349
-4% -$90.5K 0.68% 33
2023
Q3 		$2.64M Sell
9,689
-397
-4% -$108K 0.71% 33
2023
Q2 		$2.48M Sell
10,086
-45
-0.4% -$10K 0.65% 37
2023
Q1 		$2.31M Sell
10,131
-254
-2% -$61.4K 0.64% 39
2022
Q4 		$2.49M Buy
10,385
+6,698
+182% +$1.46M 0.76% 29
2022
Q3 		$605K Sell
3,687
-93
-2% -$17K 0.21% 71
2022
Q2 		$679K Buy
3,780
+2,833
+299% +$597K 0.24% 64
2022
Q1 		$211K Buy
+947
New +$199K 0.08% 135

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Aire Advisors's CAT Position: Q2 2026 in Review

Aire Advisors reduced its Caterpillar (CAT) stake by 0.17% in Q2 2026, selling an estimated $4.39K and leaving 2,873 shares worth $3.06M. The position accounts for 0.5% of the portfolio, ranked #48.

Aire Advisors first reported a position in CAT in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.56M in Q3 2024. 4,063 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Aire Advisors held 2,873 shares of Caterpillar worth $3.06M as of Q2 2026.
  • Aire Advisors sold 5 Caterpillar shares in Q2 2026, an estimated $4.39K.
  • Caterpillar made up 0.5% of Aire Advisors's portfolio in Q2 2026, its #48 holding.
  • Aire Advisors first reported a position in Caterpillar in Q1 2022 and has held it in 18 quarters since.
  • Aire Advisors's Caterpillar position peaked at $3.56M in Q3 2024.
  • 4,063 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Aire Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.