IA
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Inspire Advisors’s Caterpillar CAT Stock Holding History

Inspire Advisors’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 		$5.51M Sell
7,781
-157
-2% -$109K 0.45% 20
2025
Q4 		$4.55M Buy
7,938
+541
+7% +$301K 0.42% 26
2025
Q3 		$3.53M Sell
7,397
-101
-1% -$43.1K 0.34% 42
2025
Q2 		$2.91M Sell
7,498
-852
-10% -$284K 0.3% 53
2025
Q1 		$2.75M Buy
8,350
+1,507
+22% +$537K 0.32% 45
2024
Q4 		$2.48M Sell
6,843
-1,423
-17% -$552K 0.3% 36
2024
Q3 		$3.23M Buy
8,266
+1,694
+26% +$585K 0.39% 26
2024
Q2 		$2.19M Sell
6,572
-254
-4% -$88.1K 0.29% 37
2024
Q1 		$2.5M Buy
6,826
+318
+5% +$102K 0.35% 22
2023
Q4 		$1.92M Buy
6,508
+210
+3% +$54.5K 0.29% 25
2023
Q3 		$1.72M Buy
6,298
+5
+0.1% +$1.36K 0.3% 32
2023
Q2 		$1.55M Sell
6,293
-312
-5% -$69.6K 0.3% 23
2023
Q1 		$1.51M Sell
6,605
-589
-8% -$142K 0.35% 14
2022
Q4 		$1.72M Sell
7,194
-120
-2% -$26.1K 0.43% 13
2022
Q3 		$1.2M Buy
7,314
+1,208
+20% +$221K 0.33% 16
2022
Q2 		$1.09M Buy
6,106
+365
+6% +$76.9K 0.31% 16
2022
Q1 		$1.28M Buy
5,741
+160
+3% +$33.6K 0.36% 9
2021
Q4 		$1.15M Buy
5,581
+404
+8% +$81.3K 0.33% 13
2021
Q3 		$994K Buy
5,177
+307
+6% +$63.9K 0.31% 14
2021
Q2 		$1.06M Buy
4,870
+116
+2% +$26.8K 0.35% 13
2021
Q1 		$1.1M Sell
4,754
-11
-0.2% -$2.28K 0.4% 12
2020
Q4 		$867K Buy
+4,765
New +$808K 0.32% 15

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

Inspire Advisors's CAT Position: Q1 2026 in Review

Inspire Advisors reduced its Caterpillar (CAT) stake by 2% in Q1 2026, selling an estimated $109K and leaving 7,781 shares worth $5.51M. The position accounts for 0.45% of the portfolio, ranked #20.

Inspire Advisors first reported a position in CAT in Q4 2020 and has held it in 22 quarters since. 3,735 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Inspire Advisors held 7,781 shares of Caterpillar worth $5.51M as of Q1 2026.
  • Inspire Advisors sold 157 Caterpillar shares in Q1 2026, an estimated $109K.
  • Caterpillar made up 0.45% of Inspire Advisors's portfolio in Q1 2026, its #20 holding.
  • Inspire Advisors first reported a position in Caterpillar in Q4 2020 and has held it in 22 quarters since.
  • 3,735 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.