AS
CAT icon

Aware Super’s Caterpillar CAT Stock Holding History

Aware Super’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 		$80.7M Sell
75,743
-946
-1% -$831K 1.14% 19
2026
Q1 		$54.3M Buy
+76,689
New +$53.1M 0.82% 21
2025
Q3 		$64.9M Sell
136,095
-7,999
-6% -$3.41M 0.89% 15
2025
Q2 		$55.9M Hold
144,094
– – 0.82% 18
2025
Q1 		$47.5M Hold
144,094
– – 0.81% 19
2024
Q4 		$52.3M Buy
+144,094
New +$55.9M 0.83% 16
2023
Q4 		$46.9M Buy
+81,918
New +$21.3M 0.63% 33

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

Aware Super's CAT Position: Q2 2026 in Review

Aware Super reduced its Caterpillar (CAT) stake by 1.2% in Q2 2026, selling an estimated $831K and leaving 75,743 shares worth $80.7M. The position accounts for 1.14% of the portfolio, ranked #19.

Aware Super first reported a position in CAT in Q4 2023 and has held it in 7 quarters since. 4,047 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Aware Super held 75,743 shares of Caterpillar worth $80.7M as of Q2 2026.
  • Aware Super sold 946 Caterpillar shares in Q2 2026, an estimated $831K.
  • Caterpillar made up 1.14% of Aware Super's portfolio in Q2 2026, its #19 holding.
  • Aware Super first reported a position in Caterpillar in Q4 2023 and has held it in 7 quarters since.
  • 4,047 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Aware Super's 13F filing for Q2 2026, filed 29 Jul 2026.