ACM
CAT icon

Aster Capital Management’s Caterpillar CAT Stock Holding History

Aster Capital Management’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 		$1.27M Buy
+3,849
New +$2.67M 0.41% 55
2025
Q4 		– Sell
-918
Closed -$438K – 1127
2025
Q3 		$438K Sell
918
-12,290
-93% -$5.25M 0.22% 120
2025
Q2 		$5.13M Buy
+13,208
New +$4.4M 1.16% 10
2025
Q1 		– Sell
-30
Closed -$10.9K – 1290
2024
Q4 		$10.9K Sell
30
-5,367
-99% -$2.08M ﹤0.01% 750
2024
Q3 		$2.11M Buy
+5,397
New +$1.86M 0.46% 40

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

Aster Capital Management's CAT Position: Q1 2026 in Review

Aster Capital Management opened a new position in Caterpillar (CAT) in Q1 2026: 3,849 shares worth $1.27M. The stake represents 0.41% of the portfolio and ranks #55 among its holdings. This is a return to the name: Aster Capital Management previously reported a position in CAT as recently as Q3 2025.

Aster Capital Management first reported a position in CAT in Q3 2024 and has held it in 5 quarters since. The position peaked at $5.13M in Q2 2025. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Aster Capital Management held 3,849 shares of Caterpillar worth $1.27M as of Q1 2026.
  • Caterpillar was a new Aster Capital Management position in Q1 2026.
  • Caterpillar made up 0.41% of Aster Capital Management's portfolio in Q1 2026, its #55 holding.
  • Aster Capital Management first reported a position in Caterpillar in Q3 2024 and has held it in 5 quarters since.
  • Aster Capital Management's Caterpillar position peaked at $5.13M in Q2 2025.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Aster Capital Management's 13F filing for Q1 2026, filed 13 May 2026.