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
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 		$9.65M 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 $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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Independent Wealth Network's CAT Position: Q2 2026 in Review

Independent Wealth Network increased its Caterpillar (CAT) stake by 1.5% in Q2 2026, buying an estimated $340K and bringing the position to 26,505 shares worth $28.2M. The position accounts for 7.18% of the portfolio, ranked #1.

Independent Wealth Network first reported a position in CAT in Q3 2021 and has held it in 20 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Independent Wealth Network held 26,505 shares of Caterpillar worth $28.2M as of Q2 2026.
  • Independent Wealth Network bought 387 Caterpillar shares in Q2 2026, an estimated $340K.
  • Caterpillar made up 7.18% of Independent Wealth Network's portfolio in Q2 2026, its #1 holding.
  • Independent Wealth Network first reported a position in Caterpillar in Q3 2021 and has held it in 20 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.