ICA
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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
Q2 		– Sell
-1,013
Closed -$718K – 188
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
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

Infrastructure Capital Advisors's CAT Position: Q2 2026 in Review

Infrastructure Capital Advisors sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 1,013 shares — an estimated $718K sold.

Infrastructure Capital Advisors first reported a position in CAT in Q3 2023 and held it in 7 quarters. The position peaked at $1.78M in Q4 2025. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Infrastructure Capital Advisors reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
  • Infrastructure Capital Advisors sold 1,013 Caterpillar shares in Q2 2026, an estimated $718K.
  • Infrastructure Capital Advisors first reported a position in Caterpillar in Q3 2023 and held it in 7 quarters.
  • Infrastructure Capital Advisors's Caterpillar position peaked at $1.78M in Q4 2025.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Infrastructure Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.