IWA
CAT icon

Inspirion Wealth Advisors’s Caterpillar CAT Stock Holding History

Inspirion Wealth 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 		$936K Buy
944
+11
+1% +$9.66K 0.11% 78
2026
Q1 		$661K Buy
933
+1
+0.1% +$693 0.08% 90
2025
Q4 		$534K Buy
932
+301
+48% +$167K 0.07% 101
2025
Q3 		$247K Sell
631
-273
-30% -$117K 0.03% 132
2025
Q2 		$351K Sell
904
-48
-5% -$16K 0.05% 115
2025
Q1 		$314K Buy
952
+321
+51% +$114K 0.04% 120
2024
Q4 		$229K Hold
631
– – 0.03% 134
2024
Q3 		$247K Hold
631
– – 0.03% 133
2024
Q2 		$210K Buy
631
+71
+13% +$24.6K 0.03% 138
2024
Q1 		$205K Buy
+560
New +$179K 0.03% 141

Other funds holding CAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return