AGC
CAT icon

Aspen Grove Capital’s Caterpillar CAT Stock Holding History

Aspen Grove Capital’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
Q1 		$563K Hold
795
– – 0.11% 95
2025
Q4 		$455K Hold
795
– – 0.08% 101
2025
Q3 		$379K Sell
795
-657
-45% -$280K 0.06% 115
2025
Q2 		$564K Buy
1,452
+784
+117% +$261K 0.1% 97
2025
Q1 		$220K Buy
+668
New +$238K 0.04% 211

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aspen Grove Capital's CAT Position: Q1 2026 in Review

Aspen Grove Capital held its Caterpillar (CAT) position steady in Q1 2026 at 795 shares worth $563K. The position accounts for 0.11% of the portfolio, ranked #95.

Aspen Grove Capital first reported a position in CAT in Q1 2025 and has held it in 5 quarters since. The position peaked at $564K in Q2 2025. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Aspen Grove Capital held 795 shares of Caterpillar worth $563K as of Q1 2026.
  • Aspen Grove Capital left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.11% of Aspen Grove Capital's portfolio in Q1 2026, its #95 holding.
  • Aspen Grove Capital first reported a position in Caterpillar in Q1 2025 and has held it in 5 quarters since.
  • Aspen Grove Capital's Caterpillar position peaked at $564K in Q2 2025.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Aspen Grove Capital's 13F filing for Q1 2026, filed 14 May 2026.