Spire Wealth Management
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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
Q3 		$10.9M Sell
13,383
-8,444
-39% -$7.16M 0.33% 74
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 		$2.12M 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Spire Wealth Management's CAT Position: Q3 2026 in Review

Spire Wealth Management reduced its Caterpillar (CAT) stake by 39% in Q3 2026, selling an estimated $7.16M and leaving 13,383 shares worth $10.9M. The position accounts for 0.33% of the portfolio, ranked #74.

Spire Wealth Management first reported a position in CAT in Q1 2021 and has held it in 23 quarters since. The position peaked at $23.2M in Q2 2026. 2,554 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Spire Wealth Management held 13,383 shares of Caterpillar worth $10.9M as of Q3 2026.
  • Spire Wealth Management sold 8,444 Caterpillar shares in Q3 2026, an estimated $7.16M.
  • Caterpillar made up 0.33% of Spire Wealth Management's portfolio in Q3 2026, its #74 holding.
  • Spire Wealth Management first reported a position in Caterpillar in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's Caterpillar position peaked at $23.2M in Q2 2026.
  • 2,554 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.