AP
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Aspect Partners’s Caterpillar CAT Stock Holding History

Aspect Partners’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 		$55.4K Buy
52
+9
+21% +$7.91K 0.02% 143
2026
Q1 		$30.5K Buy
43
+1
+2% +$693 0.01% 166
2025
Q4 		$24.1K Buy
42
+4
+11% +$2.22K 0.01% 180
2025
Q3 		$18.1K Sell
38
-1
-3% -$427 0.01% 235
2025
Q2 		$15.1K Sell
39
-26
-40% -$8.67K 0.01% 243
2025
Q1 		$21.4K Sell
65
-9
-12% -$3.21K 0.01% 183
2024
Q4 		$26.8K Buy
74
+8
+12% +$3.1K 0.02% 175
2024
Q3 		$25.8K Sell
66
-9
-12% -$3.11K 0.01% 163
2024
Q2 		$25K Sell
75
-10
-12% -$3.47K 0.01% 163
2024
Q1 		$31.1K Hold
85
– – 0.02% 146
2023
Q4 		$25.1K Buy
+85
New +$22.1K 0.02% 153

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS)
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Aspect Partners's CAT Position: Q2 2026 in Review

Aspect Partners increased its Caterpillar (CAT) stake by 21% in Q2 2026, buying an estimated $7.91K and bringing the position to 52 shares worth $55.4K. The position accounts for 0.02% of the portfolio, ranked #143.

Aspect Partners first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Aspect Partners held 52 shares of Caterpillar worth $55.4K as of Q2 2026.
  • Aspect Partners bought 9 Caterpillar shares in Q2 2026, an estimated $7.91K.
  • Caterpillar made up 0.02% of Aspect Partners's portfolio in Q2 2026, its #143 holding.
  • Aspect Partners first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.