IWC
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Integrated Wealth Concepts’s Caterpillar CAT Stock Holding History

Integrated Wealth Concepts’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 		$17.2M Buy
24,323
+11,327
+87% +$7.85M 0.14% 145
2025
Q4 		$7.44M Sell
12,996
-8,009
-38% -$4.45M 0.09% 214
2025
Q3 		$10M Buy
21,005
+2,223
+12% +$949K 0.09% 213
2025
Q2 		$7.29M Sell
18,782
-1,282
-6% -$427K 0.07% 258
2025
Q1 		$6.62M Buy
20,064
+1,840
+10% +$655K 0.08% 254
2024
Q4 		$6.61M Buy
18,224
+2,784
+18% +$1.08M 0.08% 246
2024
Q3 		$6.04M Buy
15,440
+14
+0.1% +$4.83K 0.07% 246
2024
Q2 		$5.14M Sell
15,426
-1,052
-6% -$365K 0.07% 263
2024
Q1 		$6.04M Buy
16,478
+1,756
+12% +$561K 0.09% 236
2023
Q4 		$4.35M Sell
14,722
-1,665
-10% -$432K 0.07% 260
2023
Q3 		$4.47M Buy
16,387
+595
+4% +$161K 0.08% 245
2023
Q2 		$3.89M Buy
15,792
+4,017
+34% +$896K 0.07% 275
2023
Q1 		$2.69M Buy
11,775
+4,942
+72% +$1.19M 0.06% 316
2022
Q4 		$1.64M Buy
6,833
+76
+1% +$16.5K 0.04% 364
2022
Q3 		$1.11M Sell
6,757
-561
-8% -$102K 0.04% 403
2022
Q2 		$1.31M Sell
7,318
-473
-6% -$99.7K 0.04% 376
2022
Q1 		$1.74M Sell
7,791
-56
-0.7% -$11.7K 0.05% 284
2021
Q4 		$1.62M Buy
7,847
+840
+12% +$169K 0.05% 297
2021
Q3 		$1.34M Buy
7,007
+576
+9% +$120K 0.04% 325
2021
Q2 		$1.4M Buy
6,431
+964
+18% +$223K 0.05% 281
2021
Q1 		$1.27M Sell
5,467
-175
-3% -$36.2K 0.05% 258
2020
Q4 		$1.03M Buy
5,642
+116
+2% +$19.7K 0.05% 250
2020
Q3 		$824K Buy
5,526
+1,159
+27% +$163K 0.05% 248
2020
Q2 		$552K Sell
4,367
-957
-18% -$113K 0.04% 268
2020
Q1 		$618K Buy
5,324
+777
+17% +$99.2K 0.06% 197
2019
Q4 		$671K Buy
4,547
+2,170
+91% +$303K 0.06% 223
2019
Q3 		$300K Buy
2,377
+306
+15% +$38.9K 0.03% 314
2019
Q2 		$269K Buy
2,071
+70
+3% +$9.25K 0.04% 301
2019
Q1 		$271K Buy
+2,001
New +$266K 0.05% 261

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Integrated Wealth Concepts's CAT Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Caterpillar (CAT) stake by 87% in Q1 2026, buying an estimated $7.85M and bringing the position to 24,323 shares worth $17.2M. The position accounts for 0.14% of the portfolio, ranked #145.

Integrated Wealth Concepts first reported a position in CAT in Q1 2019 and has held it in 29 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Integrated Wealth Concepts held 24,323 shares of Caterpillar worth $17.2M as of Q1 2026.
  • Integrated Wealth Concepts bought 11,327 Caterpillar shares in Q1 2026, an estimated $7.85M.
  • Caterpillar made up 0.14% of Integrated Wealth Concepts's portfolio in Q1 2026, its #145 holding.
  • Integrated Wealth Concepts first reported a position in Caterpillar in Q1 2019 and has held it in 29 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.