IFG
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Independent Financial Group’s Caterpillar CAT Stock Holding History

Independent Financial Group’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 		$19.3M Buy
18,157
+2,200
+14% +$1.93M 0.36% 40
2026
Q1 		$11.3M Sell
15,957
-115
-0.7% -$79.7K 0.25% 69
2025
Q4 		$9.21M Buy
16,072
+881
+6% +$490K 0.21% 95
2025
Q3 		$7.25M Sell
15,191
-113
-0.7% -$48.2K 0.17% 113
2025
Q2 		$5.94M Buy
15,304
+473
+3% +$158K 0.16% 120
2025
Q1 		$4.89M Buy
14,831
+758
+5% +$270K 0.17% 118
2024
Q4 		$5.11M Buy
14,073
+3,823
+37% +$1.48M 0.17% 110
2024
Q3 		$4.01M Buy
10,250
+494
+5% +$171K 0.15% 129
2024
Q2 		$3.25M Buy
9,756
+388
+4% +$135K 0.13% 148
2024
Q1 		$3.43M Buy
9,368
+1,640
+21% +$524K 0.16% 128
2023
Q4 		$2.28M Buy
7,728
+1,150
+17% +$298K 0.12% 186
2023
Q3 		$1.8M Buy
6,578
+496
+8% +$135K 0.12% 202
2023
Q2 		$1.5M Buy
6,082
+496
+9% +$111K 0.1% 219
2023
Q1 		$1.28M Buy
5,586
+187
+3% +$45.2K 0.1% 229
2022
Q4 		$1.29M Sell
5,399
-234
-4% -$50.9K 0.11% 188
2022
Q3 		$924K Buy
5,633
+239
+4% +$43.7K 0.08% 237
2022
Q2 		$964K Sell
5,394
-49
-0.9% -$10.3K 0.1% 227
2022
Q1 		$1.21M Buy
5,443
+10
+0.2% +$2.1K 0.1% 204
2021
Q4 		$1.12M Sell
5,433
-534
-9% -$108K 0.09% 222
2021
Q3 		$1.15M Buy
5,967
+342
+6% +$71.2K 0.12% 183
2021
Q2 		$1.22M Buy
5,625
+664
+13% +$153K 0.13% 177
2021
Q1 		$1.15M Buy
4,961
+1,490
+43% +$308K 0.15% 170
2020
Q4 		$632K Buy
3,471
+1,977
+132% +$335K 0.09% 252
2020
Q3 		$223K Sell
1,494
-366
-20% -$51.4K 0.04% 429
2020
Q2 		$235K Sell
1,860
-242
-12% -$28.7K 0.05% 376
2020
Q1 		$244K Buy
+2,102
New +$268K 0.07% 285

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Independent Financial Group's CAT Position: Q2 2026 in Review

Independent Financial Group increased its Caterpillar (CAT) stake by 14% in Q2 2026, buying an estimated $1.93M and bringing the position to 18,157 shares worth $19.3M. The position accounts for 0.36% of the portfolio, ranked #40.

Independent Financial Group first reported a position in CAT in Q1 2020 and has held it in 26 quarters since. 3,898 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Independent Financial Group held 18,157 shares of Caterpillar worth $19.3M as of Q2 2026.
  • Independent Financial Group bought 2,200 Caterpillar shares in Q2 2026, an estimated $1.93M.
  • Caterpillar made up 0.36% of Independent Financial Group's portfolio in Q2 2026, its #40 holding.
  • Independent Financial Group first reported a position in Caterpillar in Q1 2020 and has held it in 26 quarters since.
  • 3,898 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.