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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Spirepoint Private Client's CAT Position: Q1 2026 in Review

Spirepoint Private Client reduced its Caterpillar (CAT) stake by 0.19% in Q1 2026, selling an estimated $2.77K and leaving 2,137 shares worth $1.51M. The position accounts for 0.14% of the portfolio, ranked #95.

Spirepoint Private Client first reported a position in CAT in Q1 2024 and has held it in 9 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Spirepoint Private Client held 2,137 shares of Caterpillar worth $1.51M as of Q1 2026.
  • Spirepoint Private Client sold 4 Caterpillar shares in Q1 2026, an estimated $2.77K.
  • Caterpillar made up 0.14% of Spirepoint Private Client's portfolio in Q1 2026, its #95 holding.
  • Spirepoint Private Client first reported a position in Caterpillar in Q1 2024 and has held it in 9 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Spirepoint Private Client's 13F filing for Q1 2026, filed 22 Apr 2026.