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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
Q2 		$40.2M Buy
37,710
+5,898
+19% +$5.18M 0.19% 98
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

IEQ Capital's CAT Position: Q2 2026 in Review

IEQ Capital increased its Caterpillar (CAT) stake by 19% in Q2 2026, buying an estimated $5.18M and bringing the position to 37,710 shares worth $40.2M. The position accounts for 0.19% of the portfolio, ranked #98.

IEQ Capital first reported a position in CAT in Q4 2019 and has held it in 25 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • IEQ Capital held 37,710 shares of Caterpillar worth $40.2M as of Q2 2026.
  • IEQ Capital bought 5,898 Caterpillar shares in Q2 2026, an estimated $5.18M.
  • Caterpillar made up 0.19% of IEQ Capital's portfolio in Q2 2026, its #98 holding.
  • IEQ Capital first reported a position in Caterpillar in Q4 2019 and has held it in 25 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.