IFS Advisors’s Caterpillar CAT Stock Holding History

IFS 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 Q3	$706K	Buy	870 +817	+1,542%	+$693K	0.21%	59
2026 Q2	$57.1K	Hold	53	–	–	0.03%	54
2026 Q1	$38K	Hold	53	–	–	0.02%	62
2025 Q4	$30.7K	Buy	+53	New	+$29.5K	0.02%	58

Other funds holding CAT

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

IFS Advisors's CAT Position: Q3 2026 in Review

IFS Advisors increased its Caterpillar (CAT) stake by 1,542% in Q3 2026, buying an estimated $693K and bringing the position to 870 shares worth $706K. The position accounts for 0.21% of the portfolio, ranked #59.

IFS Advisors first reported a position in CAT in Q4 2025 and has held it in 4 quarters since. 821 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

IFS Advisors held 870 shares of Caterpillar worth $706K as of Q3 2026.
IFS Advisors bought 817 Caterpillar shares in Q3 2026, an estimated $693K.
Caterpillar made up 0.21% of IFS Advisors's portfolio in Q3 2026, its #59 holding.
IFS Advisors first reported a position in Caterpillar in Q4 2025 and has held it in 4 quarters since.
821 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.