APC
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Aspire Private Capital’s Caterpillar CAT Stock Holding History

Aspire Private 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
Q2 		$305K Hold
286
– – 0.06% 146
2026
Q1 		$203K Buy
+286
New +$198K 0.05% 169
2025
Q1 		– Sell
-3,266
Closed -$1.18M – 175
2024
Q4 		$1.18M Buy
3,266
+38
+1% +$14.7K 0.29% 65
2024
Q3 		$1.26M Buy
3,228
+58
+2% +$20K 0.3% 60
2024
Q2 		$1.06M Buy
3,170
+211
+7% +$73.2K 0.27% 61
2024
Q1 		$1.08M Buy
2,959
+290
+11% +$92.7K 0.29% 56
2023
Q4 		$789K Buy
2,669
+158
+6% +$41K 0.23% 68
2023
Q3 		$686K Buy
2,511
+2,221
+766% +$603K 0.22% 67
2023
Q2 		$71.4K Hold
290
– – 0.02% 180
2023
Q1 		$66.4K Hold
290
– – 0.02% 180
2022
Q4 		$69.5K Sell
290
-1
-0.3% -$218 0.02% 168
2022
Q3 		$48K Hold
291
– – 0.02% 198
2022
Q2 		$52K Hold
291
– – 0.02% 197
2022
Q1 		$65K Hold
291
– – 0.02% 185
2021
Q4 		$60K Buy
291
+1
+0.3% +$201 0.02% 209
2021
Q3 		$56K Sell
290
-7
-2% -$1.46K 0.02% 204
2021
Q2 		$65K Buy
297
+200
+206% +$46.2K 0.02% 198
2021
Q1 		$22K Sell
97
-200
-67% -$41.4K 0.01% 266
2020
Q4 		$54K Sell
297
-338
-53% -$57.3K 0.02% 207
2020
Q3 		$95K Buy
+635
New +$89.2K 0.04% 172
2020
Q1 		– Sell
-583
Closed -$86K – 266
2019
Q4 		$86K Hold
583
– – 0.04% 171
2019
Q3 		$74K Buy
583
+93
+19% +$11.8K 0.04% 173
2019
Q2 		$67K Sell
490
-921
-65% -$122K 0.03% 183
2019
Q1 		$191K Sell
1,411
-604
-30% -$80.2K 0.1% 119
2018
Q4 		$256K Buy
+2,015
New +$262K 0.15% 104

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 Private Capital's CAT Position: Q2 2026 in Review

Aspire Private Capital held its Caterpillar (CAT) position steady in Q2 2026 at 286 shares worth $305K. The position accounts for 0.06% of the portfolio, ranked #146.

Aspire Private Capital first reported a position in CAT in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.26M in Q3 2024. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Aspire Private Capital held 286 shares of Caterpillar worth $305K as of Q2 2026.
  • Aspire Private Capital left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.06% of Aspire Private Capital's portfolio in Q2 2026, its #146 holding.
  • Aspire Private Capital first reported a position in Caterpillar in Q4 2018 and has held it in 25 quarters since.
  • Aspire Private Capital's Caterpillar position peaked at $1.26M in Q3 2024.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Aspire Private Capital's 13F filing for Q2 2026, filed 15 Jul 2026.