Analyst IMS Investment Management Services’s Caterpillar CAT Stock Holding History

Analyst IMS Investment Management Services’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	$1.82M	Sell	1,705 -686	-29%	-$603K	0.04%	74
2026 Q1	$1.69M	Buy	2,391 +177	+8%	+$123K	0.05%	66
2025 Q4	$1.27M	Sell	2,214 -77	-3%	-$42.8K	0.04%	72
2025 Q3	$1.09M	Sell	2,291 -461	-17%	-$197K	0.03%	80
2025 Q2	$1.07M	Buy	2,752 +1,400	+104%	+$467K	0.04%	88
2025 Q1	$446K	Sell	1,352 -127	-9%	-$45.2K	0.02%	112
2024 Q4	$537K	Buy	1,479 +270	+22%	+$105K	0.02%	103
2024 Q3	$473K	Sell	1,209 -113	-9%	-$39K	0.02%	110
2024 Q2	$440K	Buy	+1,322	New	+$458K	0.02%	104

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Analyst IMS Investment Management Services's CAT Position: Q2 2026 in Review

Analyst IMS Investment Management Services reduced its Caterpillar (CAT) stake by 29% in Q2 2026, selling an estimated $603K and leaving 1,705 shares worth $1.82M. The position accounts for 0.04% of the portfolio, ranked #74.

Analyst IMS Investment Management Services first reported a position in CAT in Q2 2024 and has held it in 9 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Analyst IMS Investment Management Services held 1,705 shares of Caterpillar worth $1.82M as of Q2 2026.
Analyst IMS Investment Management Services sold 686 Caterpillar shares in Q2 2026, an estimated $603K.
Caterpillar made up 0.04% of Analyst IMS Investment Management Services's portfolio in Q2 2026, its #74 holding.
Analyst IMS Investment Management Services first reported a position in Caterpillar in Q2 2024 and has held it in 9 quarters since.
4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.