IWN
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Independent Wealth Network’s Caterpillar CAT Stock Holding History

Independent Wealth Network’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
Q1 		$18.5M Buy
26,118
+20
+0.1% +$13.9K 5.5% 1
2025
Q4 		$15M Sell
26,098
-433
-2% -$241K 4.57% 1
2025
Q3 		$12.7M Buy
26,531
+28
+0.1% +$12K 4.07% 2
2025
Q2 		$10.3M Sell
26,503
-43
-0.2% -$14.3K 3.74% 3
2025
Q1 		$8.75M Sell
26,546
-61
-0.2% -$21.7K 3.49% 4
2024
Q4 		$9.65M Sell
26,607
-12
-0% -$4.65K 3.92% 3
2024
Q3 		$10.4M Sell
26,619
-59
-0.2% -$20.4K 4.6% 1
2024
Q2 		$8.89M Buy
26,678
+20
+0.1% +$6.93K 4.14% 2
2024
Q1 		$9.77M Buy
26,658
+168
+0.6% +$53.7K 4.58% 1
2023
Q4 		$7.83M Buy
26,490
+135
+0.5% +$35K 4.12% 1
2023
Q3 		$7.19M Sell
26,355
-97
-0.4% -$26.3K 4.42% 1
2023
Q2 		$6.51M Buy
26,452
+15
+0.1% +$3.34K 3.91% 3
2023
Q1 		$6.05M Buy
26,437
+18
+0.1% +$4.35K 3.87% 2
2022
Q4 		$6.33M Sell
26,419
-45
-0.2% -$9.8K 4.33% 2
2022
Q3 		$4.34M Buy
26,464
+126
+0.5% +$23K 3.39% 3
2022
Q2 		$4.71M Buy
26,338
+4
+0% +$843 3.39% 3
2022
Q1 		$5.87M Buy
26,334
+121
+0.5% +$25.4K 3.73% 2
2021
Q4 		$5.42M Buy
26,213
+130
+0.5% +$26.2K 3.34% 2
2021
Q3 		$5.31M Buy
+26,083
New +$5.43M 3.47% 2

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Independent Wealth Network's CAT Position: Q1 2026 in Review

Independent Wealth Network increased its Caterpillar (CAT) stake by 0.08% in Q1 2026, buying an estimated $13.9K and bringing the position to 26,118 shares worth $18.5M. The position accounts for 5.5% of the portfolio, ranked #1.

Independent Wealth Network first reported a position in CAT in Q3 2021 and has held it in 19 quarters since. 3,731 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Independent Wealth Network held 26,118 shares of Caterpillar worth $18.5M as of Q1 2026.
  • Independent Wealth Network bought 20 Caterpillar shares in Q1 2026, an estimated $13.9K.
  • Caterpillar made up 5.5% of Independent Wealth Network's portfolio in Q1 2026, its #1 holding.
  • Independent Wealth Network first reported a position in Caterpillar in Q3 2021 and has held it in 19 quarters since.
  • 3,731 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Independent Wealth Network's 13F filing for Q1 2026, filed 21 Apr 2026.