IIM
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IFC & Insurance Marketing’s Caterpillar CAT Stock Holding History

IFC & Insurance Marketing’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 		– Sell
-81
Closed -$46K – 156
2025
Q4 		$46K Buy
+81
New +$45K 0.05% 174

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Vanguard Capital Management
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State Farm Mutual Automobile Insurance
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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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

IFC & Insurance Marketing's CAT Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 81 shares — an estimated $46K sold.

IFC & Insurance Marketing first reported a position in CAT in Q4 2025 and held it in 1 quarter. The position peaked at $46K in Q4 2025. 3,755 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 81 Caterpillar shares in Q1 2026, an estimated $46K.
  • IFC & Insurance Marketing first reported a position in Caterpillar in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's Caterpillar position peaked at $46K in Q4 2025.
  • 3,755 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.