IMA Advisory Services’s Caterpillar CAT Stock Holding History

IMA Advisory 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 Q2	$619K	Buy	581 +409	+238%	+$359K	0.04%	221
2026 Q1	$122K	Hold	172	–	–	0.01%	197
2025 Q4	$98.5K	Buy	172 +24	+16%	+$13.3K	0.01%	209
2025 Q3	$70.6K	Buy	148 +1	+0.7%	+$427	0.01%	216
2025 Q2	$57.1K	Buy	147 +2	+1%	+$667	0.01%	221
2025 Q1	$47.8K	Buy	+145	New	+$51.6K	0.01%	233
2024 Q4	–	Sell	-145	Closed	-$56.7K	–	185
2024 Q3	$56.7K	Buy	+145	New	+$50.1K	0.01%	175
2023 Q4	–	Sell	-145	Closed	-$39.6K	–	95
2023 Q3	$39.6K	Hold	145	–	–	0.01%	188
2023 Q2	$35.7K	Buy	+145	New	+$32.3K	0.01%	198
2022 Q2	–	Sell	-200	Closed	-$45K	–	323
2022 Q1	$45K	Hold	200	–	–	0.01%	168
2021 Q4	$41K	Buy	+200	New	+$40.3K	0.01%	177
2020 Q1	–	Sell	-58	Closed	-$9K	–	254
2019 Q4	$9K	Hold	58	–	–	﹤0.01%	217
2019 Q3	$7K	Buy	58 +1	+2%	+$127	﹤0.01%	226
2019 Q2	$8K	Buy	+57	New	+$7.53K	﹤0.01%	206
2019 Q1	–	Sell	-225	Closed	-$29K	–	288
2018 Q4	$29K	Hold	225	–	–	0.01%	174
2018 Q3	$34K	Sell	225 -8	-3%	-$1.13K	0.01%	169
2018 Q2	$32K	Buy	+233	New	+$34.8K	0.01%	188

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

IMA Advisory Services's CAT Position: Q2 2026 in Review

IMA Advisory Services increased its Caterpillar (CAT) stake by 238% in Q2 2026, buying an estimated $359K and bringing the position to 581 shares worth $619K. The position accounts for 0.04% of the portfolio, ranked #221.

IMA Advisory Services first reported a position in CAT in Q2 2018 and has held it in 17 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

IMA Advisory Services held 581 shares of Caterpillar worth $619K as of Q2 2026.
IMA Advisory Services bought 409 Caterpillar shares in Q2 2026, an estimated $359K.
Caterpillar made up 0.04% of IMA Advisory Services's portfolio in Q2 2026, its #221 holding.
IMA Advisory Services first reported a position in Caterpillar in Q2 2018 and has held it in 17 quarters since.
4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.