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Aspiriant LLC’s Caterpillar CAT Stock Holding History

Aspiriant LLC’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 		$3.2M Buy
3,008
+144
+5% +$127K 0.08% 90
2026
Q1 		$2.03M Buy
2,864
+327
+13% +$226K 0.06% 107
2025
Q4 		$1.45M Buy
2,537
+61
+2% +$33.9K 0.04% 137
2025
Q3 		$1.18M Sell
2,476
-35
-1% -$14.9K 0.04% 135
2025
Q2 		$975K Sell
2,511
-34
-1% -$11.3K 0.03% 149
2025
Q1 		$840K Buy
2,545
+77
+3% +$27.4K 0.03% 151
2024
Q4 		$895K Sell
2,468
-52
-2% -$20.2K 0.03% 149
2024
Q3 		$986K Sell
2,520
-100
-4% -$34.5K 0.04% 148
2024
Q2 		$873K Sell
2,620
-269
-9% -$93.3K 0.04% 149
2024
Q1 		$1.06M Sell
2,889
-41
-1% -$13.1K 0.04% 143
2023
Q4 		$867K Buy
2,930
+8
+0.3% +$2.08K 0.04% 152
2023
Q3 		$798K Buy
2,922
+126
+5% +$34.2K 0.04% 153
2023
Q2 		$688K Buy
2,796
+6
+0.2% +$1.34K 0.03% 164
2023
Q1 		$639K Sell
2,790
-18
-0.6% -$4.35K 0.03% 163
2022
Q4 		$673K Buy
2,808
+106
+4% +$23.1K 0.03% 155
2022
Q3 		$443K Buy
2,702
+31
+1% +$5.66K 0.02% 178
2022
Q2 		$478K Sell
2,671
-102
-4% -$21.5K 0.02% 169
2022
Q1 		$619K Buy
2,773
+83
+3% +$17.4K 0.03% 157
2021
Q4 		$555K Buy
2,690
+264
+11% +$53.2K 0.03% 170
2021
Q3 		$465K Buy
2,426
+4
+0.2% +$833 0.03% 164
2021
Q2 		$528K Buy
2,422
+12
+0.5% +$2.77K 0.03% 152
2021
Q1 		$559K Sell
2,410
-17
-0.7% -$3.52K 0.04% 140
2020
Q4 		$440K Buy
2,427
+24
+1% +$4.07K 0.03% 153
2020
Q3 		$358K Sell
2,403
-222
-8% -$31.2K 0.03% 174
2020
Q2 		$333K Buy
+2,625
New +$311K 0.03% 152
2018
Q2 		– Sell
-1,569
Closed -$231K – 248
2018
Q1 		$231K Buy
+1,569
New +$248K 0.02% 221

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

Aspiriant LLC's CAT Position: Q2 2026 in Review

Aspiriant LLC increased its Caterpillar (CAT) stake by 5% in Q2 2026, buying an estimated $127K and bringing the position to 3,008 shares worth $3.2M. The position accounts for 0.08% of the portfolio, ranked #90.

Aspiriant LLC first reported a position in CAT in Q1 2018 and has held it in 26 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Aspiriant LLC held 3,008 shares of Caterpillar worth $3.2M as of Q2 2026.
  • Aspiriant LLC bought 144 Caterpillar shares in Q2 2026, an estimated $127K.
  • Caterpillar made up 0.08% of Aspiriant LLC's portfolio in Q2 2026, its #90 holding.
  • Aspiriant LLC first reported a position in Caterpillar in Q1 2018 and has held it in 26 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.