Infrastructure Capital Advisors’s Caterpillar CAT Stock Holding History

Infrastructure Capital Advisors’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	$718K	Sell	1,013 -2,086	-67%	-$1.44M	0.05%	93
2025 Q4	$1.78M	Buy	3,099 +1,822	+143%	+$1.01M	0.17%	59
2025 Q3	$737K	Buy	+1,277	New	+$545K	0.07%	79
2025 Q2	–	Sell	-2,297	Closed	-$758K	–	134
2025 Q1	$758K	Buy	2,297 +138	+6%	+$49.2K	0.06%	76
2024 Q4	$783K	Buy	+2,159	New	+$837K	0.05%	76
2024 Q1	–	Sell	-1,168	Closed	-$345K	–	104
2023 Q4	$345K	Sell	1,168 -60	-5%	-$15.6K	0.05%	87
2023 Q3	$440K	Buy	+1,228	New	+$333K	0.05%	57

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Infrastructure Capital Advisors's CAT Position: Q1 2026 in Review

Infrastructure Capital Advisors reduced its Caterpillar (CAT) stake by 67% in Q1 2026, selling an estimated $1.44M and leaving 1,013 shares worth $718K. The position accounts for 0.05% of the portfolio, ranked #93.

Infrastructure Capital Advisors first reported a position in CAT in Q3 2023 and has held it in 7 quarters since. The position peaked at $1.78M in Q4 2025. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Infrastructure Capital Advisors held 1,013 shares of Caterpillar worth $718K as of Q1 2026.
Infrastructure Capital Advisors sold 2,086 Caterpillar shares in Q1 2026, an estimated $1.44M.
Caterpillar made up 0.05% of Infrastructure Capital Advisors's portfolio in Q1 2026, its #93 holding.
Infrastructure Capital Advisors first reported a position in Caterpillar in Q3 2023 and has held it in 7 quarters since.
Infrastructure Capital Advisors's Caterpillar position peaked at $1.78M in Q4 2025.
3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Infrastructure Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.