SPC
CAT icon

Spirepoint Private Client’s Caterpillar CAT Stock Holding History

Spirepoint Private Client’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 		$2.29M Buy
2,152
+15
+0.7% +$13.2K 0.19% 79
2026
Q1 		$1.51M Sell
2,137
-4
-0.2% -$2.77K 0.14% 95
2025
Q4 		$1.23M Buy
2,141
+42
+2% +$23.3K 0.12% 104
2025
Q3 		$1M Buy
2,099
+632
+43% +$270K 0.11% 116
2025
Q2 		$570K Buy
1,467
+11
+0.8% +$3.67K 0.06% 149
2025
Q1 		$480K Sell
1,456
-134
-8% -$47.7K 0.06% 141
2024
Q4 		$577K Hold
1,590
– – 0.07% 133
2024
Q3 		$622K Buy
1,590
+4
+0.3% +$1.38K 0.08% 131
2024
Q2 		$528K Buy
1,586
+982
+163% +$340K 0.07% 134
2024
Q1 		$221K Buy
+604
New +$193K 0.03% 189

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Spirepoint Private Client's CAT Position: Q2 2026 in Review

Spirepoint Private Client increased its Caterpillar (CAT) stake by 0.7% in Q2 2026, buying an estimated $13.2K and bringing the position to 2,152 shares worth $2.29M. The position accounts for 0.19% of the portfolio, ranked #79.

Spirepoint Private Client first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Spirepoint Private Client held 2,152 shares of Caterpillar worth $2.29M as of Q2 2026.
  • Spirepoint Private Client bought 15 Caterpillar shares in Q2 2026, an estimated $13.2K.
  • Caterpillar made up 0.19% of Spirepoint Private Client's portfolio in Q2 2026, its #79 holding.
  • Spirepoint Private Client first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.