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IEQ Capital’s Caterpillar CAT Stock Holding History

IEQ Capital’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 		$22.5M Sell
31,812
-773
-2% -$535K 0.1% 188
2025
Q4 		$18.7M Sell
32,585
-3,618
-10% -$2.01M 0.06% 221
2025
Q3 		$17.3M Buy
36,203
+16,552
+84% +$7.07M 0.05% 199
2025
Q2 		$7.63M Sell
19,651
-3,341
-15% -$1.11M 0.05% 305
2025
Q1 		$7.58M Buy
22,992
+4,462
+24% +$1.59M 0.06% 241
2024
Q4 		$6.72M Sell
18,530
-9,830
-35% -$3.81M 0.07% 205
2024
Q3 		$11.1M Buy
28,360
+4,718
+20% +$1.63M 0.14% 107
2024
Q2 		$7.88M Buy
23,642
+2,462
+12% +$854K 0.11% 124
2024
Q1 		$7.76M Buy
21,180
+2,093
+11% +$669K 0.11% 123
2023
Q4 		$5.64M Sell
19,087
-1,740
-8% -$451K 0.09% 143
2023
Q3 		$5.69M Buy
20,827
+936
+5% +$254K 0.12% 120
2023
Q2 		$4.89M Buy
19,891
+89
+0.4% +$19.8K 0.1% 142
2023
Q1 		$4.53M Sell
19,802
-443
-2% -$107K 0.11% 140
2022
Q4 		$4.85M Buy
20,245
+3,070
+18% +$668K 0.14% 131
2022
Q3 		$2.82M Sell
17,175
-4,333
-20% -$792K 0.08% 179
2022
Q2 		$3.85M Buy
21,508
+15
+0.1% +$3.16K 0.12% 122
2022
Q1 		$4.79M Buy
21,493
+320
+2% +$67.1K 0.11% 118
2021
Q4 		$4.38M Buy
21,173
+2,211
+12% +$445K 0.1% 111
2021
Q3 		$3.64M Buy
18,962
+2,764
+17% +$576K 0.1% 123
2021
Q2 		$3.52M Buy
16,198
+2,132
+15% +$492K 0.1% 117
2021
Q1 		$3.26M Buy
+14,066
New +$2.91M 0.13% 97
2020
Q4 		– Sell
-2,337
Closed -$349K – 246
2020
Q3 		$349K Buy
+2,337
New +$328K 0.02% 279
2020
Q2 		– Sell
-3,885
Closed -$451K – 333
2020
Q1 		$451K Sell
3,885
-207
-5% -$26.4K 0.04% 217
2019
Q4 		$604K Buy
+4,092
New +$571K 0.05% 199

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

IEQ Capital's CAT Position: Q1 2026 in Review

IEQ Capital reduced its Caterpillar (CAT) stake by 2.4% in Q1 2026, selling an estimated $535K and leaving 31,812 shares worth $22.5M. The position accounts for 0.1% of the portfolio, ranked #188.

IEQ Capital first reported a position in CAT in Q4 2019 and has held it in 24 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • IEQ Capital held 31,812 shares of Caterpillar worth $22.5M as of Q1 2026.
  • IEQ Capital sold 773 Caterpillar shares in Q1 2026, an estimated $535K.
  • Caterpillar made up 0.1% of IEQ Capital's portfolio in Q1 2026, its #188 holding.
  • IEQ Capital first reported a position in Caterpillar in Q4 2019 and has held it in 24 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.