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IBEX Wealth Advisors’s Caterpillar CAT Stock Holding History

IBEX Wealth Advisors’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 		$7.03M Buy
+9,917
New +$6.87M 0.65% 53
2025
Q1 		– Sell
-9,961
Closed -$3.61M – 133
2024
Q4 		$3.61M Buy
9,961
+8,959
+894% +$3.47M 0.43% 69
2024
Q3 		$4.22M Sell
1,002
-8,493
-89% -$2.93M 1.16% 36
2024
Q2 		$3.16M Buy
9,495
+1,535
+19% +$532K 0.49% 63
2024
Q1 		$1.91M Buy
7,960
+7,958
+397,900% +$2.54M 0.52% 58
2023
Q4 		$619 Sell
2
-6,589
-100% -$1.71M 0.13% 71
2023
Q3 		$1.8M Buy
+6,591
New +$1.79M 0.46% 63
2023
Q1 		$1.77M Sell
7,749
-211
-3% -$51K 0.46% 61
2022
Q4 		$1.91M Buy
+7,960
New +$1.73M 0.43% 71
2021
Q4 		– Sell
-145
Closed -$28K – 224
2021
Q3 		$28K Sell
145
-5,405
-97% -$1.13M 0.01% 300
2021
Q2 		$1.21M Buy
+5,550
New +$1.28M 0.24% 107
2019
Q3 		– Sell
-41
Closed -$5K – 120
2019
Q2 		$5K Buy
+41
New +$5.42K ﹤0.01% 351
2018
Q1 		– Sell
-1,967
Closed -$326K – 93
2017
Q4 		$326K Sell
1,967
-333
-14% -$46.2K 0.14% 80
2017
Q3 		$292K Buy
2,300
+182
+9% +$21K 0.11% 111
2017
Q2 		$228K Sell
2,118
-124
-6% -$12.6K 0.09% 121
2017
Q1 		$211K Buy
2,242
+187
+9% +$17.7K 0.13% 72
2016
Q4 		$194K Sell
2,055
-2,045
-50% -$185K 0.09% 113
2016
Q3 		$364K Buy
+4,100
New +$335K 0.2% 93

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

IBEX Wealth Advisors's CAT Position: Q1 2026 in Review

IBEX Wealth Advisors opened a new position in Caterpillar (CAT) in Q1 2026: 9,917 shares worth $7.03M. The stake represents 0.65% of the portfolio and ranks #53 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in CAT as recently as Q4 2024.

IBEX Wealth Advisors first reported a position in CAT in Q3 2016 and has held it in 18 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • IBEX Wealth Advisors held 9,917 shares of Caterpillar worth $7.03M as of Q1 2026.
  • Caterpillar was a new IBEX Wealth Advisors position in Q1 2026.
  • Caterpillar made up 0.65% of IBEX Wealth Advisors's portfolio in Q1 2026, its #53 holding.
  • IBEX Wealth Advisors first reported a position in Caterpillar in Q3 2016 and has held it in 18 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.