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iA Global Asset Management’s Caterpillar CAT Stock Holding History

iA Global Asset 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
Q2 		$32.1M Sell
30,128
-4,719
-14% -$4.15M 0.38% 62
2026
Q1 		$24.7M Sell
34,847
-7,315
-17% -$5.07M 0.35% 65
2025
Q4 		$24.2M Buy
42,162
+15,501
+58% +$8.62M 0.31% 71
2025
Q3 		$12.7M Buy
26,661
+26,526
+19,649% +$11.3M 0.17% 107
2025
Q2 		$52K Sell
135
-15,342
-99% -$5.11M ﹤0.01% 403
2025
Q1 		$5.1M Sell
15,477
-3,359
-18% -$1.2M 0.09% 161
2024
Q4 		$6.83M Buy
18,836
+956
+5% +$371K 0.12% 129
2024
Q3 		$6.99M Sell
17,880
-3,067
-15% -$1.06M 0.12% 121
2024
Q2 		$6.98M Buy
20,947
+5,394
+35% +$1.87M 0.13% 115
2024
Q1 		$5.7M Sell
15,553
-2,990
-16% -$956K 0.12% 137
2023
Q4 		$5.48M Buy
18,543
+666
+4% +$173K 0.13% 136
2023
Q3 		$4.88M Buy
17,877
+97
+0.5% +$26.3K 0.13% 142
2023
Q2 		$4.38M Buy
+17,780
New +$3.96M 0.12% 145

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

iA Global Asset Management's CAT Position: Q2 2026 in Review

iA Global Asset Management reduced its Caterpillar (CAT) stake by 14% in Q2 2026, selling an estimated $4.15M and leaving 30,128 shares worth $32.1M. The position accounts for 0.38% of the portfolio, ranked #62.

iA Global Asset Management first reported a position in CAT in Q2 2023 and has held it in 13 quarters since. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • iA Global Asset Management held 30,128 shares of Caterpillar worth $32.1M as of Q2 2026.
  • iA Global Asset Management sold 4,719 Caterpillar shares in Q2 2026, an estimated $4.15M.
  • Caterpillar made up 0.38% of iA Global Asset Management's portfolio in Q2 2026, its #62 holding.
  • iA Global Asset Management first reported a position in Caterpillar in Q2 2023 and has held it in 13 quarters since.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on iA Global Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.