SWASL
CAT icon

Spartan Wealth Advisory Services LLC’s Caterpillar CAT Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$12.9M Buy
12,069
+740
+7% +$650K 1.05% 22
2026
Q1 		$8.03M Buy
+11,329
New +$7.85M 0.7% 35

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's CAT Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its Caterpillar (CAT) stake by 6.5% in Q2 2026, buying an estimated $650K and bringing the position to 12,069 shares worth $12.9M. The position accounts for 1.05% of the portfolio, ranked #22.

Spartan Wealth Advisory Services LLC first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. 3,898 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 12,069 shares of Caterpillar worth $12.9M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC bought 740 Caterpillar shares in Q2 2026, an estimated $650K.
  • Caterpillar made up 1.05% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #22 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
  • 3,898 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.