AIA
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AssuredPartners Investment Advisors’s Caterpillar CAT Stock Holding History

AssuredPartners Investment Advisors’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 		$2.87M Sell
2,699
-23
-0.8% -$20.2K 0.28% 98
2026
Q1 		$1.96M Buy
2,722
+1,891
+228% +$1.31M 0.21% 117
2025
Q4 		$476K Buy
831
+8
+1% +$4.45K 0.07% 216
2025
Q3 		$393K Buy
823
+122
+17% +$52.1K 0.09% 171
2025
Q2 		$272K Sell
701
-37
-5% -$12.3K 0.07% 201
2025
Q1 		$244K Buy
738
+55
+8% +$19.6K 0.05% 288
2024
Q4 		$248K Buy
+683
New +$265K 0.05% 297

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

AssuredPartners Investment Advisors's CAT Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its Caterpillar (CAT) stake by 0.84% in Q2 2026, selling an estimated $20.2K and leaving 2,699 shares worth $2.87M. The position accounts for 0.28% of the portfolio, ranked #98.

AssuredPartners Investment Advisors first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • AssuredPartners Investment Advisors held 2,699 shares of Caterpillar worth $2.87M as of Q2 2026.
  • AssuredPartners Investment Advisors sold 23 Caterpillar shares in Q2 2026, an estimated $20.2K.
  • Caterpillar made up 0.28% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #98 holding.
  • AssuredPartners Investment Advisors first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.