Aspire Growth Partners’s Caterpillar CAT Stock Holding History

Aspire Growth 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 Q1	$763K	Buy	1,077 +2	+0.2%	+$1.39K	0.52%	45
2025 Q4	$616K	Buy	1,075 +3	+0.3%	+$1.67K	0.43%	53
2025 Q3	$511K	Sell	1,072 -3	-0.3%	-$1.28K	0.37%	65
2025 Q2	$417K	Buy	1,075 +4	+0.4%	+$1.33K	0.34%	72
2025 Q1	$343K	Buy	1,071 +12	+1%	+$4.27K	0.3%	79
2024 Q4	$384K	Buy	+1,059	New	+$411K	0.38%	68

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aspire Growth Partners's CAT Position: Q1 2026 in Review

Aspire Growth Partners increased its Caterpillar (CAT) stake by 0.19% in Q1 2026, buying an estimated $1.39K and bringing the position to 1,077 shares worth $763K. The position accounts for 0.52% of the portfolio, ranked #45.

Aspire Growth Partners first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Aspire Growth Partners held 1,077 shares of Caterpillar worth $763K as of Q1 2026.
Aspire Growth Partners bought 2 Caterpillar shares in Q1 2026, an estimated $1.39K.
Caterpillar made up 0.52% of Aspire Growth Partners's portfolio in Q1 2026, its #45 holding.
Aspire Growth Partners first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Aspire Growth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.