IWA
CAT icon

Icon Wealth Advisors’s Caterpillar CAT Stock Holding History

Icon 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 		$1.29M Sell
1,587
-572
-26% -$396K 0.08% 146
2025
Q4 		$1.24M Buy
2,159
+463
+27% +$257K 0.08% 154
2025
Q3 		$809K Sell
1,696
-249
-13% -$106K 0.05% 198
2025
Q2 		$755K Buy
1,945
+115
+6% +$38.3K 0.05% 204
2025
Q1 		$603K Sell
1,830
-240
-12% -$85.5K 0.05% 194
2024
Q4 		$751K Buy
2,070
+115
+6% +$44.6K 0.06% 166
2024
Q3 		$765K Buy
1,955
+212
+12% +$73.2K 0.06% 164
2024
Q2 		$603K Buy
1,743
+744
+74% +$258K 0.05% 185
2024
Q1 		$366K Buy
999
+69
+7% +$22.1K 0.03% 243
2023
Q4 		$275K Buy
+930
New +$241K 0.03% 275
2022
Q4 		– Sell
-615
Closed -$101K – 343
2022
Q3 		$101K Buy
+615
New +$112K 0.01% 395

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

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

Icon Wealth Advisors reduced its Caterpillar (CAT) stake by 26% in Q1 2026, selling an estimated $396K and leaving 1,587 shares worth $1.29M. The position accounts for 0.08% of the portfolio, ranked #146.

Icon Wealth Advisors first reported a position in CAT in Q3 2022 and has held it in 11 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Icon Wealth Advisors held 1,587 shares of Caterpillar worth $1.29M as of Q1 2026.
  • Icon Wealth Advisors sold 572 Caterpillar shares in Q1 2026, an estimated $396K.
  • Caterpillar made up 0.08% of Icon Wealth Advisors's portfolio in Q1 2026, its #146 holding.
  • Icon Wealth Advisors first reported a position in Caterpillar in Q3 2022 and has held it in 11 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.