IFP Advisors’s Caterpillar CAT Stock Holding History

IFP 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 Q2	$14.9M	Sell	13,949 -2,613	-16%	-$2.3M	0.27%	76
2026 Q1	$11.7M	Sell	16,562 -555	-3%	-$384K	0.24%	87
2025 Q4	$9.81M	Buy	17,117 +1,466	+9%	+$815K	0.22%	91
2025 Q3	$7.47M	Sell	15,651 -111	-0.7%	-$47.4K	0.19%	107
2025 Q2	$6.25M	Buy	15,762 +1,744	+12%	+$581K	0.18%	120
2025 Q1	$4.62M	Buy	14,018 +3,675	+36%	+$1.31M	0.14%	158
2024 Q4	$3.75M	Buy	10,343 +2,225	+27%	+$863K	0.12%	182
2024 Q3	$3.17M	Buy	8,118 +638	+9%	+$220K	0.11%	194
2024 Q2	$2.49M	Buy	7,480 +3,479	+87%	+$1.21M	0.1%	221
2024 Q1	$1.47M	Sell	4,001 -1,665	-29%	-$532K	0.06%	319
2023 Q4	$1.67M	Sell	5,666 -94	-2%	-$24.4K	0.08%	276
2023 Q3	$1.57M	Sell	5,760 -9,045	-61%	-$2.45M	0.07%	292
2023 Q2	$3.64M	Buy	14,805 +8,050	+119%	+$1.79M	0.15%	135
2023 Q1	$560K	Sell	6,755 -8,098	-55%	-$1.96M	0.02%	563
2022 Q4	$1.28M	Sell	14,853 -6,120	-29%	-$1.33M	0.03%	525
2022 Q3	$1.95M	Buy	20,973 +1,428	+7%	+$261K	0.05%	407
2022 Q2	$1.83M	Hold	19,545	–	–	0.06%	373
2022 Q1	$1.83M	Buy	19,545 +10,287	+111%	+$2.16M	0.06%	373
2021 Q4	$1.94M	Sell	9,258 -64	-0.7%	-$12.9K	0.04%	274
2021 Q3	$1.82M	Buy	9,322 +3,328	+56%	+$693K	0.04%	282
2021 Q2	$1.29M	Buy	5,994 +1,311	+28%	+$303K	0.03%	327
2021 Q1	$1.08M	Sell	4,683 -3,338	-42%	-$691K	0.02%	350
2020 Q4	$1.46M	Sell	8,021 -83	-1%	-$14.1K	0.06%	261
2020 Q3	$1.2M	Sell	8,104 -12	-0.1%	-$1.69K	0.07%	255
2020 Q2	$1.02M	Buy	8,116 +2,969	+58%	+$352K	0.08%	261
2020 Q1	$572K	Buy	5,147 +1,324	+35%	+$169K	0.06%	320
2019 Q4	$565K	Sell	3,823 -4,450	-54%	-$621K	0.04%	405
2019 Q3	$1.05M	Buy	+8,273	New	+$1.05M	0.07%	293
2019 Q1	$1.14M	Sell	8,332 -10,127	-55%	-$1.35M	0.16%	141
2018 Q4	$2.32M	Sell	18,459 -9,004	-33%	-$1.17M	0.14%	163
2018 Q3	$4.19M	Sell	27,463 -1,944	-7%	-$275K	0.17%	136
2018 Q2	$3.99M	Buy	29,407 +6,194	+27%	+$926K	0.17%	140
2018 Q1	$3.66M	Hold	23,213	–	–	0.17%	137
2017 Q4	$3.66M	Sell	23,213 -26,239	-53%	-$3.64M	0.17%	137
2017 Q3	$6.17M	Sell	49,452 -2,846	-5%	-$328K	0.24%	83
2017 Q2	$5.62M	Sell	52,298 -1,633	-3%	-$166K	0.24%	88
2017 Q1	$5M	Sell	53,931 -3,219	-6%	-$305K	0.22%	103
2016 Q4	$5.3M	Buy	57,150 +12,847	+29%	+$1.16M	0.26%	78
2016 Q3	$3.93M	Sell	44,303 -924	-2%	-$75.6K	0.2%	102
2016 Q2	$3.43M	Buy	45,227 +36,895	+443%	+$2.76M	0.19%	104
2016 Q1	$1.14M	Sell	8,332 -26,548	-76%	-$1.78M	0.16%	141
2015 Q4	$2.37M	Buy	+34,880	New	+$2.44M	0.16%	137

Other funds holding CAT

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

IFP Advisors's CAT Position: Q2 2026 in Review

IFP Advisors reduced its Caterpillar (CAT) stake by 16% in Q2 2026, selling an estimated $2.3M and leaving 13,949 shares worth $14.9M. The position accounts for 0.27% of the portfolio, ranked #76.

IFP Advisors first reported a position in CAT in Q4 2015 and has held it in 42 quarters since. 1,113 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

IFP Advisors held 13,949 shares of Caterpillar worth $14.9M as of Q2 2026.
IFP Advisors sold 2,613 Caterpillar shares in Q2 2026, an estimated $2.3M.
Caterpillar made up 0.27% of IFP Advisors's portfolio in Q2 2026, its #76 holding.
IFP Advisors first reported a position in Caterpillar in Q4 2015 and has held it in 42 quarters since.
1,113 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.