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
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 $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

Aware Super's CAT Position: Q1 2026 in Review

Aware Super opened a new position in Caterpillar (CAT) in Q1 2026: 76,689 shares worth $54.3M. The stake represents 0.82% of the portfolio and ranks #21 among its holdings. This is a return to the name: Aware Super previously reported a position in CAT as recently as Q3 2025.

Aware Super first reported a position in CAT in Q4 2023 and has held it in 6 quarters since. The position peaked at $64.9M in Q3 2025. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Aware Super held 76,689 shares of Caterpillar worth $54.3M as of Q1 2026.
  • Caterpillar was a new Aware Super position in Q1 2026.
  • Caterpillar made up 0.82% of Aware Super's portfolio in Q1 2026, its #21 holding.
  • Aware Super first reported a position in Caterpillar in Q4 2023 and has held it in 6 quarters since.
  • Aware Super's Caterpillar position peaked at $64.9M in Q3 2025.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Aware Super's 13F filing for Q1 2026, filed 5 May 2026.