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Indie Asset Partners’s Caterpillar CAT Stock Holding History

Indie Asset Partners’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 		$288K Buy
+270
New +$237K 0.28% 64
2025
Q2 		– Sell
-886
Closed -$292K – 74
2025
Q1 		$292K Sell
886
-337
-28% -$120K 0.25% 68
2024
Q4 		$444K Buy
1,223
+2
+0.2% +$776 0.35% 51
2024
Q3 		$478K Sell
1,221
-14
-1% -$4.83K 0.36% 45
2024
Q2 		$412K Buy
1,235
+1
+0.1% +$347 0.33% 50
2024
Q1 		$452K Buy
1,234
+11
+0.9% +$3.52K 0.4% 41
2023
Q4 		$361K Sell
1,223
-5
-0.4% -$1.3K 0.33% 46
2023
Q3 		$335K Buy
1,228
+7
+0.6% +$1.9K 0.34% 44
2023
Q2 		$300K Buy
1,221
+1
+0.1% +$223 0.33% 48
2023
Q1 		$279K Sell
1,220
-100
-8% -$24.2K 0.33% 54
2022
Q4 		$316K Hold
1,320
– – 0.35% 53
2022
Q3 		$217K Hold
1,320
– – 0.22% 77
2022
Q2 		$236K Sell
1,320
-15
-1% -$3.16K 0.21% 88
2022
Q1 		$297K Hold
1,335
– – 0.22% 84
2021
Q4 		$276K Buy
1,335
+102
+8% +$20.5K 0.2% 100
2021
Q3 		$237K Buy
1,233
+100
+9% +$20.8K 0.19% 106
2021
Q2 		$247K Hold
1,133
– – 0.2% 105
2021
Q1 		$263K Sell
1,133
-450
-28% -$93.2K 0.3% 90
2020
Q4 		$288K Buy
1,583
+12
+0.8% +$2.04K 0.34% 75
2020
Q3 		$234K Hold
1,571
– – 0.29% 80
2020
Q2 		$223K Sell
1,571
-470
-23% -$55.7K 0.28% 80
2020
Q1 		$237K Sell
2,041
-32
-2% -$4.09K 0.3% 64
2019
Q4 		$306K Buy
+2,073
New +$289K 0.33% 60

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

Indie Asset Partners's CAT Position: Q2 2026 in Review

Indie Asset Partners opened a new position in Caterpillar (CAT) in Q2 2026: 270 shares worth $288K. The stake represents 0.28% of the portfolio and ranks #64 among its holdings. This is a return to the name: Indie Asset Partners previously reported a position in CAT as recently as Q1 2025.

Indie Asset Partners first reported a position in CAT in Q4 2019 and has held it in 23 quarters since. The position peaked at $478K in Q3 2024. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Indie Asset Partners held 270 shares of Caterpillar worth $288K as of Q2 2026.
  • Caterpillar was a new Indie Asset Partners position in Q2 2026.
  • Caterpillar made up 0.28% of Indie Asset Partners's portfolio in Q2 2026, its #64 holding.
  • Indie Asset Partners first reported a position in Caterpillar in Q4 2019 and has held it in 23 quarters since.
  • Indie Asset Partners's Caterpillar position peaked at $478K in Q3 2024.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Indie Asset Partners's 13F filing for Q2 2026, filed 7 Aug 2026.