Aspect Partners
CAT icon

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
Q3 		$38.1K Sell
47
-5
-10% -$4.24K 0.01% 158
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 +$22K 0.02% 153

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Aspect Partners's CAT Position: Q3 2026 in Review

Aspect Partners reduced its Caterpillar (CAT) stake by 9.6% in Q3 2026, selling an estimated $4.24K and leaving 47 shares worth $38.1K. The position accounts for 0.01% of the portfolio, ranked #158.

Aspect Partners first reported a position in CAT in Q4 2023 and has held it in 12 quarters since. The position peaked at $55.4K in Q2 2026. 1,272 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Aspect Partners held 47 shares of Caterpillar worth $38.1K as of Q3 2026.
  • Aspect Partners sold 5 Caterpillar shares in Q3 2026, an estimated $4.24K.
  • Caterpillar made up 0.01% of Aspect Partners's portfolio in Q3 2026, its #158 holding.
  • Aspect Partners first reported a position in Caterpillar in Q4 2023 and has held it in 12 quarters since.
  • Aspect Partners's Caterpillar position peaked at $55.4K in Q2 2026.
  • 1,272 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.