IIA
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ICW Investment Advisors’s Caterpillar CAT Stock Holding History

ICW Investment 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 		$597K Sell
842
-454
-35% -$314K 0.22% 115
2025
Q4 		$742K Buy
1,296
+36
+3% +$20K 0.27% 107
2025
Q3 		$601K Buy
1,260
+1
+0.1% +$427 0.22% 119
2025
Q2 		$489K Buy
1,259
+84
+7% +$28K 0.19% 120
2025
Q1 		$388K Buy
1,175
+27
+2% +$9.62K 0.16% 126
2024
Q4 		$417K Buy
+1,148
New +$445K 0.17% 120

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

ICW Investment Advisors's CAT Position: Q1 2026 in Review

ICW Investment Advisors reduced its Caterpillar (CAT) stake by 35% in Q1 2026, selling an estimated $314K and leaving 842 shares worth $597K. The position accounts for 0.22% of the portfolio, ranked #115.

ICW Investment Advisors first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $742K in Q4 2025. 3,735 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • ICW Investment Advisors held 842 shares of Caterpillar worth $597K as of Q1 2026.
  • ICW Investment Advisors sold 454 Caterpillar shares in Q1 2026, an estimated $314K.
  • Caterpillar made up 0.22% of ICW Investment Advisors's portfolio in Q1 2026, its #115 holding.
  • ICW Investment Advisors first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • ICW Investment Advisors's Caterpillar position peaked at $742K in Q4 2025.
  • 3,735 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on ICW Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.