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IAG Wealth Partners’s Caterpillar CAT Stock Holding History

IAG Wealth Partners’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 		$408K Sell
383
-20
-5% -$17.6K 0.04% 98
2026
Q1 		$286K Hold
403
– – 0.03% 107
2025
Q4 		$231K Sell
403
-50
-11% -$27.8K 0.03% 115
2025
Q3 		$216K Sell
453
-9
-2% -$3.84K 0.03% 115
2025
Q2 		$179K Sell
462
-5
-1% -$1.67K 0.02% 115
2025
Q1 		$154K Sell
467
-50
-10% -$17.8K 0.02% 118
2024
Q4 		$188K Buy
517
+408
+374% +$158K 0.03% 102
2024
Q3 		$42.7K Buy
109
+44
+68% +$15.2K 0.01% 203
2024
Q2 		$21.7K Buy
65
+15
+30% +$5.2K ﹤0.01% 262
2024
Q1 		$18.3K Hold
50
– – ﹤0.01% 246
2023
Q4 		$14.8K Hold
50
– – ﹤0.01% 269
2023
Q3 		$13.7K Hold
50
– – ﹤0.01% 266
2023
Q2 		$12.3K Sell
50
-19
-28% -$4.24K ﹤0.01% 286
2023
Q1 		$15.8K Hold
69
– – ﹤0.01% 251
2022
Q4 		$16.5K Hold
69
– – ﹤0.01% 235
2022
Q3 		$11K Buy
69
+7
+11% +$1.28K ﹤0.01% 266
2022
Q2 		$11K Hold
62
– – ﹤0.01% 267
2022
Q1 		$14K Buy
+62
New +$13K ﹤0.01% 258
2020
Q3 		– Sell
-27
Closed -$4K – 368
2020
Q2 		$4K Buy
27
+10
+59% +$1.19K ﹤0.01% 292
2020
Q1 		$2K Hold
17
– – ﹤0.01% 323
2019
Q4 		$3K Buy
+17
New +$2.37K ﹤0.01% 339

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

IAG Wealth Partners's CAT Position: Q2 2026 in Review

IAG Wealth Partners reduced its Caterpillar (CAT) stake by 5% in Q2 2026, selling an estimated $17.6K and leaving 383 shares worth $408K. The position accounts for 0.04% of the portfolio, ranked #98.

IAG Wealth Partners first reported a position in CAT in Q4 2019 and has held it in 21 quarters since. 4,061 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • IAG Wealth Partners held 383 shares of Caterpillar worth $408K as of Q2 2026.
  • IAG Wealth Partners sold 20 Caterpillar shares in Q2 2026, an estimated $17.6K.
  • Caterpillar made up 0.04% of IAG Wealth Partners's portfolio in Q2 2026, its #98 holding.
  • IAG Wealth Partners first reported a position in Caterpillar in Q4 2019 and has held it in 21 quarters since.
  • 4,061 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.