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Aspetuck Financial Management’s Caterpillar CAT Stock Holding History

Aspetuck Financial 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 		$870K Buy
817
+17
+2% +$14.9K 0.51% 40
2026
Q1 		$567K Hold
800
– – 0.39% 50
2025
Q4 		$458K Buy
800
+150
+23% +$83.4K 0.31% 57
2025
Q3 		$310K Hold
650
– – 0.21% 65
2025
Q2 		$252K Hold
650
– – 0.19% 67
2025
Q1 		$214K Hold
650
– – 0.18% 68
2024
Q4 		$236K Buy
+650
New +$252K 0.18% 67

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

Aspetuck Financial Management's CAT Position: Q2 2026 in Review

Aspetuck Financial Management increased its Caterpillar (CAT) stake by 2.1% in Q2 2026, buying an estimated $14.9K and bringing the position to 817 shares worth $870K. The position accounts for 0.51% of the portfolio, ranked #40.

Aspetuck Financial Management first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Aspetuck Financial Management held 817 shares of Caterpillar worth $870K as of Q2 2026.
  • Aspetuck Financial Management bought 17 Caterpillar shares in Q2 2026, an estimated $14.9K.
  • Caterpillar made up 0.51% of Aspetuck Financial Management's portfolio in Q2 2026, its #40 holding.
  • Aspetuck Financial Management first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Aspetuck Financial Management's 13F filing for Q2 2026, filed 11 Aug 2026.