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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
Q2 		– Sell
-3,849
Closed -$1.27M – 893
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 $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

Aster Capital Management's CAT Position: Q2 2026 in Review

Aster Capital Management sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 3,849 shares — an estimated $1.27M sold.

Aster Capital Management first reported a position in CAT in Q3 2024 and held it in 5 quarters. The position peaked at $5.13M in Q2 2025. 4,061 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Aster Capital Management reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
  • Aster Capital Management sold 3,849 Caterpillar shares in Q2 2026, an estimated $1.27M.
  • Aster Capital Management first reported a position in Caterpillar in Q3 2024 and held it in 5 quarters.
  • Aster Capital Management's Caterpillar position peaked at $5.13M in Q2 2025.
  • 4,061 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Aster Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.