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Innovative Advisory Group’s Caterpillar CAT Stock Holding History

Innovative Advisory Group’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 		– Sell
-110
Closed -$63K – 69
2025
Q4 		$63K Hold
110
– – 0.04% 68
2025
Q3 		$52.5K Hold
110
– – 0.03% 71
2025
Q2 		$42.7K Buy
110
+60
+120% +$20K 0.04% 73
2025
Q1 		$16.5K Hold
50
– – 0.02% 92
2024
Q4 		$18.1K Buy
+50
New +$19.4K 0.02% 87

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Innovative Advisory Group's CAT Position: Q1 2026 in Review

Innovative Advisory Group sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 110 shares — an estimated $63K sold.

Innovative Advisory Group first reported a position in CAT in Q4 2024 and held it in 5 quarters. The position peaked at $63K in Q4 2025. 3,771 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Innovative Advisory Group reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group sold 110 Caterpillar shares in Q1 2026, an estimated $63K.
  • Innovative Advisory Group first reported a position in Caterpillar in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group's Caterpillar position peaked at $63K in Q4 2025.
  • 3,771 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Innovative Advisory Group's 13F filing for Q1 2026, filed 22 Sep 2026.