IFG Advisory’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $334K | Sell |
472
-3,851
| -89% | -$2.67M | 0.96% | 16 |
|
|
2025
Q4 | $2.48M | Sell |
4,323
-1,154
| -21% | -$641K | 0.11% | 218 |
|
|
2025
Q3 | $2.61M | Sell |
5,477
-93
| -2% | -$39.7K | 0.12% | 200 |
|
|
2025
Q2 | $2.16M | Buy |
5,570
+377
| +7% | +$126K | 0.11% | 209 |
|
|
2025
Q1 | $1.71M | Sell |
5,193
-165
| -3% | -$58.8K | 0.09% | 233 |
|
|
2024
Q4 | $1.94M | Buy |
+5,358
| New | +$2.08M | 0.11% | 206 |
|
|
2024
Q3 | – | Sell |
-2,938
| Closed | -$979K | – | 416 |
|
|
2024
Q2 | $979K | Buy |
+2,938
| New | +$1.02M | 0.06% | 284 |
|
|
2024
Q1 | – | Sell |
-2,551
| Closed | -$754K | – | 398 |
|
|
2023
Q4 | $754K | Buy |
2,551
+71
| +3% | +$18.4K | 0.06% | 297 |
|
|
2023
Q3 | $677K | Buy |
+2,480
| New | +$673K | 0.06% | 289 |
|
|
2023
Q2 | – | Sell |
-2,462
| Closed | -$563K | – | 341 |
|
|
2023
Q1 | $563K | Buy |
2,462
+4
| +0.2% | +$967 | 0.05% | 297 |
|
|
2022
Q4 | $589K | Sell |
2,458
-276
| -10% | -$60.1K | 0.06% | 285 |
|
|
2022
Q3 | $448K | Buy |
2,734
+92
| +3% | +$16.8K | 0.04% | 335 |
|
|
2022
Q2 | $471K | Buy |
2,642
+125
| +5% | +$26.3K | 0.05% | 300 |
|
|
2022
Q1 | $560K | Buy |
2,517
+376
| +18% | +$78.9K | 0.06% | 289 |
|
|
2021
Q4 | $442K | Sell |
2,141
-896
| -30% | -$180K | 0.04% | 329 |
|
|
2021
Q3 | $583K | Buy |
3,037
+56
| +2% | +$11.7K | 0.06% | 263 |
|
|
2021
Q2 | $648K | Buy |
2,981
+177
| +6% | +$40.9K | 0.07% | 248 |
|
|
2021
Q1 | $650K | Buy |
2,804
+315
| +13% | +$65.2K | 0.08% | 256 |
|
|
2020
Q4 | $453K | Buy |
2,489
+31
| +1% | +$5.26K | 0.06% | 277 |
|
|
2020
Q3 | $366K | Buy |
2,458
+93
| +4% | +$13.1K | 0.06% | 287 |
|
|
2020
Q2 | $299K | Sell |
2,365
-81
| -3% | -$9.6K | 0.05% | 308 |
|
|
2020
Q1 | $283K | Sell |
2,446
-186
| -7% | -$23.8K | 0.06% | 277 |
|
|
2019
Q4 | $388K | Sell |
2,632
-1,473
| -36% | -$206K | 0.07% | 272 |
|
|
2019
Q3 | $518K | Buy |
4,105
+151
| +4% | +$19.2K | 0.1% | 227 |
|
|
2019
Q2 | $538K | Sell |
3,954
-359
| -8% | -$47.4K | 0.1% | 198 |
|
|
2019
Q1 | $584K | Buy |
4,313
+72
| +2% | +$9.56K | 0.11% | 178 |
|
|
2018
Q4 | $538K | Sell |
4,241
-350
| -8% | -$45.5K | 0.13% | 163 |
|
|
2018
Q3 | $700K | Buy |
4,591
+310
| +7% | +$43.8K | 0.13% | 153 |
|
|
2018
Q2 | $580K | Buy |
4,281
+56
| +1% | +$8.37K | 0.12% | 162 |
|
|
2018
Q1 | $622K | Buy |
4,225
+549
| +15% | +$86.7K | 0.14% | 150 |
|
|
2017
Q4 | $579K | Buy |
+3,676
| New | +$510K | 0.13% | 156 |
|
Other funds holding CAT
VCM
VPM
IFG Advisory's CAT Position: Q1 2026 in Review
IFG Advisory reduced its Caterpillar (CAT) stake by 89% in Q1 2026, selling an estimated $2.67M and leaving 472 shares worth $334K. The position accounts for 0.96% of the portfolio, ranked #16.
IFG Advisory first reported a position in CAT in Q4 2017 and has held it in 31 quarters since. The position peaked at $2.61M in Q3 2025. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- IFG Advisory held 472 shares of Caterpillar worth $334K as of Q1 2026.
- IFG Advisory sold 3,851 Caterpillar shares in Q1 2026, an estimated $2.67M.
- Caterpillar made up 0.96% of IFG Advisory's portfolio in Q1 2026, its #16 holding.
- IFG Advisory first reported a position in Caterpillar in Q4 2017 and has held it in 31 quarters since.
- IFG Advisory's Caterpillar position peaked at $2.61M in Q3 2025.
- 3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.