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
Q2 		$7.15M Sell
6,722
-1,059
-14% -$930K 0.5% 21
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 $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

Inspire Advisors's CAT Position: Q2 2026 in Review

Inspire Advisors reduced its Caterpillar (CAT) stake by 14% in Q2 2026, selling an estimated $930K and leaving 6,722 shares worth $7.15M. The position accounts for 0.5% of the portfolio, ranked #21.

Inspire Advisors first reported a position in CAT in Q4 2020 and has held it in 23 quarters since. 4,061 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Inspire Advisors held 6,722 shares of Caterpillar worth $7.15M as of Q2 2026.
  • Inspire Advisors sold 1,059 Caterpillar shares in Q2 2026, an estimated $930K.
  • Caterpillar made up 0.5% of Inspire Advisors's portfolio in Q2 2026, its #21 holding.
  • Inspire Advisors first reported a position in Caterpillar in Q4 2020 and has held it in 23 quarters since.
  • 4,061 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Inspire Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.