IFS
CAT icon

Ifrah Financial Services’s Caterpillar CAT Stock Holding History

Ifrah Financial Services’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
Q3 		$301K Sell
371
-189
-34% -$160K 0.08% 162
2026
Q2 		$597K Sell
560
-5
-0.9% -$4.39K 0.15% 107
2026
Q1 		$400K Sell
565
-18
-3% -$12.5K 0.11% 128
2025
Q4 		$334K Sell
583
-25
-4% -$13.9K 0.09% 145
2025
Q3 		$290K Sell
608
-8
-1% -$3.42K 0.08% 165
2025
Q2 		$239K Sell
616
-64
-9% -$21.3K 0.07% 180
2025
Q1 		$224K Sell
680
-61
-8% -$21.7K 0.06% 180
2024
Q4 		$269K Sell
741
-33
-4% -$12.8K 0.07% 171
2024
Q3 		$303K Sell
774
-35
-4% -$12.1K 0.08% 159
2024
Q2 		$269K Sell
809
-77
-9% -$26.7K 0.08% 175
2024
Q1 		$325K Sell
886
-13
-1% -$4.16K 0.09% 161
2023
Q4 		$266K Sell
899
-69
-7% -$17.9K 0.08% 173
2023
Q3 		$264K Buy
968
+15
+2% +$4.07K 0.08% 165
2023
Q2 		$235K Sell
953
-16
-2% -$3.57K 0.07% 185
2023
Q1 		$222K Sell
969
-16
-2% -$3.87K 0.07% 188
2022
Q4 		$236K Buy
+985
New +$214K 0.08% 178
2022
Q2 		– Sell
-1,017
Closed -$227K – 199
2022
Q1 		$227K Buy
1,017
+7
+0.7% +$1.47K 0.06% 204
2021
Q4 		$209K Buy
+1,010
New +$203K 0.06% 213
2021
Q3 		– Sell
-1,001
Closed -$218K – 211
2021
Q2 		$218K Sell
1,001
-19
-2% -$4.39K 0.06% 200
2021
Q1 		$237K Buy
+1,020
New +$211K 0.07% 190

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Ifrah Financial Services's CAT Position: Q3 2026 in Review

Ifrah Financial Services reduced its Caterpillar (CAT) stake by 34% in Q3 2026, selling an estimated $160K and leaving 371 shares worth $301K. The position accounts for 0.08% of the portfolio, ranked #162.

Ifrah Financial Services first reported a position in CAT in Q1 2021 and has held it in 20 quarters since. The position peaked at $597K in Q2 2026. 2,029 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Ifrah Financial Services held 371 shares of Caterpillar worth $301K as of Q3 2026.
  • Ifrah Financial Services sold 189 Caterpillar shares in Q3 2026, an estimated $160K.
  • Caterpillar made up 0.08% of Ifrah Financial Services's portfolio in Q3 2026, its #162 holding.
  • Ifrah Financial Services first reported a position in Caterpillar in Q1 2021 and has held it in 20 quarters since.
  • Ifrah Financial Services's Caterpillar position peaked at $597K in Q2 2026.
  • 2,029 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Ifrah Financial Services's 13F filing for Q3 2026, filed 13 Oct 2026.