ICP
CAT icon

Impact Capital Partners’s Caterpillar CAT Stock Holding History

Impact Capital Partners’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 		$2.01M Buy
1,883
+51
+3% +$44.8K 0.55% 45
2026
Q1 		$1.3M Buy
1,832
+8
+0.4% +$5.54K 0.39% 61
2025
Q4 		$1.04M Sell
1,824
-76
-4% -$42.2K 0.31% 66
2025
Q3 		$907K Buy
1,900
+75
+4% +$32K 0.27% 73
2025
Q2 		$708K Buy
1,825
+98
+6% +$32.7K 0.23% 100
2025
Q1 		$570K Buy
1,727
+73
+4% +$26K 0.21% 117
2024
Q4 		$600K Buy
+1,654
New +$641K 0.21% 116

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Impact Capital Partners's CAT Position: Q2 2026 in Review

Impact Capital Partners increased its Caterpillar (CAT) stake by 2.8% in Q2 2026, buying an estimated $44.8K and bringing the position to 1,883 shares worth $2.01M. The position accounts for 0.55% of the portfolio, ranked #45.

Impact Capital Partners first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 1,196 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Impact Capital Partners held 1,883 shares of Caterpillar worth $2.01M as of Q2 2026.
  • Impact Capital Partners bought 51 Caterpillar shares in Q2 2026, an estimated $44.8K.
  • Caterpillar made up 0.55% of Impact Capital Partners's portfolio in Q2 2026, its #45 holding.
  • Impact Capital Partners first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 1,196 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Impact Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.