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 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 $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Analyst IMS Investment Management Services's CAT Position: Q1 2026 in Review

Analyst IMS Investment Management Services increased its Caterpillar (CAT) stake by 8% in Q1 2026, buying an estimated $123K and bringing the position to 2,391 shares worth $1.69M. The position accounts for 0.05% of the portfolio, ranked #66.

Analyst IMS Investment Management Services first reported a position in CAT in Q2 2024 and has held it in 8 quarters since. 3,736 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Analyst IMS Investment Management Services held 2,391 shares of Caterpillar worth $1.69M as of Q1 2026.
Analyst IMS Investment Management Services bought 177 Caterpillar shares in Q1 2026, an estimated $123K.
Caterpillar made up 0.05% of Analyst IMS Investment Management Services's portfolio in Q1 2026, its #66 holding.
Analyst IMS Investment Management Services first reported a position in Caterpillar in Q2 2024 and has held it in 8 quarters since.
3,736 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.