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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
Q3 		$21.5M Buy
26,532
+27
+0.1% +$22.9K 5.41% 1
2026
Q2 		$28.2M Buy
26,505
+387
+1% +$340K 7.18% 1
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 		$9.7M 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% +$6.94K 4.14% 2
2024
Q1 		$9.8M 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

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Independent Wealth Network's CAT Position: Q3 2026 in Review

Independent Wealth Network increased its Caterpillar (CAT) stake by 0.1% in Q3 2026, buying an estimated $22.9K and bringing the position to 26,532 shares worth $21.5M. The position accounts for 5.41% of the portfolio, ranked #1.

Independent Wealth Network first reported a position in CAT in Q3 2021 and has held it in 21 quarters since. The position peaked at $28.2M in Q2 2026. 1,589 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Independent Wealth Network held 26,532 shares of Caterpillar worth $21.5M as of Q3 2026.
  • Independent Wealth Network bought 27 Caterpillar shares in Q3 2026, an estimated $22.9K.
  • Caterpillar made up 5.41% of Independent Wealth Network's portfolio in Q3 2026, its #1 holding.
  • Independent Wealth Network first reported a position in Caterpillar in Q3 2021 and has held it in 21 quarters since.
  • Independent Wealth Network's Caterpillar position peaked at $28.2M in Q2 2026.
  • 1,589 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.