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Spire Wealth Management’s Caterpillar CAT Stock Holding History

Spire Wealth Management’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 		$23.2M Buy
21,827
+126
+0.6% +$111K 0.7% 36
2026
Q1 		$15.4M Sell
21,701
-24
-0.1% -$16.6K 0.52% 42
2025
Q4 		$12.4M Buy
21,725
+8,837
+69% +$4.91M 0.42% 50
2025
Q3 		$6.15M Buy
12,888
+2,158
+20% +$921K 0.21% 102
2025
Q2 		$4.17M Sell
10,730
-4,186
-28% -$1.4M 0.15% 126
2025
Q1 		$4.92M Buy
14,916
+1,999
+15% +$712K 0.16% 127
2024
Q4 		$4.69M Sell
12,917
-3,261
-20% -$1.26M 0.15% 133
2024
Q3 		$6.33M Buy
16,178
+4,484
+38% +$1.55M 0.21% 99
2024
Q2 		$3.9M Sell
11,694
-2,286
-16% -$793K 0.14% 151
2024
Q1 		$5.12M Buy
13,980
+259
+2% +$82.8K 0.09% 160
2023
Q4 		$3.91M Buy
13,721
+1,068
+8% +$277K 0.13% 174
2023
Q3 		$3.45M Buy
12,653
+1,890
+18% +$513K 0.13% 173
2023
Q2 		$2.65M Sell
10,763
-548
-5% -$122K 0.1% 195
2023
Q1 		$2.59M Buy
11,311
+2,442
+28% +$590K 0.1% 198
2022
Q4 		$2.13M Sell
8,869
-287
-3% -$62.5K 0.12% 150
2022
Q3 		$1.5M Sell
9,156
-2,995
-25% -$547K 0.09% 158
2022
Q2 		$2.17M Sell
12,151
-3,203
-21% -$675K 0.09% 201
2022
Q1 		$3.44M Sell
15,354
-3,582
-19% -$751K 0.09% 197
2021
Q4 		$3.92M Sell
18,936
-1,068
-5% -$215K 0.09% 203
2021
Q3 		$3.84M Sell
20,004
-54,165
-73% -$11.3M 0.1% 191
2021
Q2 		$16.1M Buy
74,169
+1,491
+2% +$344K 0.44% 52
2021
Q1 		$16.7M Buy
+72,678
New +$15M 0.45% 53

Other funds holding CAT

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Spire Wealth Management's CAT Position: Q2 2026 in Review

Spire Wealth Management increased its Caterpillar (CAT) stake by 0.58% in Q2 2026, buying an estimated $111K and bringing the position to 21,827 shares worth $23.2M. The position accounts for 0.7% of the portfolio, ranked #36.

Spire Wealth Management first reported a position in CAT in Q1 2021 and has held it in 22 quarters since. 1,773 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Spire Wealth Management held 21,827 shares of Caterpillar worth $23.2M as of Q2 2026.
  • Spire Wealth Management bought 126 Caterpillar shares in Q2 2026, an estimated $111K.
  • Caterpillar made up 0.7% of Spire Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Spire Wealth Management first reported a position in Caterpillar in Q1 2021 and has held it in 22 quarters since.
  • 1,773 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.