AGP
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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
Q2 		$1.15M Buy
1,079
+2
+0.2% +$1.76K 0.67% 34
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
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

Aspire Growth Partners's CAT Position: Q2 2026 in Review

Aspire Growth Partners increased its Caterpillar (CAT) stake by 0.19% in Q2 2026, buying an estimated $1.76K and bringing the position to 1,079 shares worth $1.15M. The position accounts for 0.67% of the portfolio, ranked #34.

Aspire Growth Partners first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 4,050 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Aspire Growth Partners held 1,079 shares of Caterpillar worth $1.15M as of Q2 2026.
  • Aspire Growth Partners bought 2 Caterpillar shares in Q2 2026, an estimated $1.76K.
  • Caterpillar made up 0.67% of Aspire Growth Partners's portfolio in Q2 2026, its #34 holding.
  • Aspire Growth Partners first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 4,050 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Aspire Growth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.