IWA
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Inspirion Wealth Advisors’s Caterpillar CAT Stock Holding History

Inspirion Wealth 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 		$936K Buy
944
+11
+1% +$9.66K 0.11% 78
2026
Q1 		$661K Buy
933
+1
+0.1% +$693 0.08% 90
2025
Q4 		$534K Buy
932
+301
+48% +$167K 0.07% 101
2025
Q3 		$247K Sell
631
-273
-30% -$117K 0.03% 132
2025
Q2 		$351K Sell
904
-48
-5% -$16K 0.05% 115
2025
Q1 		$314K Buy
952
+321
+51% +$114K 0.04% 120
2024
Q4 		$229K Hold
631
– – 0.03% 134
2024
Q3 		$247K Hold
631
– – 0.03% 133
2024
Q2 		$210K Buy
631
+71
+13% +$24.6K 0.03% 138
2024
Q1 		$205K Buy
+560
New +$179K 0.03% 141

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

Inspirion Wealth Advisors's CAT Position: Q2 2026 in Review

Inspirion Wealth Advisors increased its Caterpillar (CAT) stake by 1.2% in Q2 2026, buying an estimated $9.66K and bringing the position to 944 shares worth $936K. The position accounts for 0.11% of the portfolio, ranked #78.

Inspirion Wealth Advisors first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Inspirion Wealth Advisors held 944 shares of Caterpillar worth $936K as of Q2 2026.
  • Inspirion Wealth Advisors bought 11 Caterpillar shares in Q2 2026, an estimated $9.66K.
  • Caterpillar made up 0.11% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #78 holding.
  • Inspirion Wealth Advisors first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.