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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AssuredPartners Investment Advisors's CAT Position: Q1 2026 in Review

AssuredPartners Investment Advisors increased its Caterpillar (CAT) stake by 228% in Q1 2026, buying an estimated $1.31M and bringing the position to 2,722 shares worth $1.96M. The position accounts for 0.21% of the portfolio, ranked #117.

AssuredPartners Investment Advisors 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.

  • AssuredPartners Investment Advisors held 2,722 shares of Caterpillar worth $1.96M as of Q1 2026.
  • AssuredPartners Investment Advisors bought 1,891 Caterpillar shares in Q1 2026, an estimated $1.31M.
  • Caterpillar made up 0.21% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #117 holding.
  • AssuredPartners Investment Advisors 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 AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.