IAIM
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International Assets Investment Management’s Caterpillar CAT Stock Holding History

International Assets Investment Management’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 		$5.55M Sell
5,602
-302
-5% -$265K 0.33% 53
2026
Q1 		$4.31M Sell
5,904
-270
-4% -$187K 0.3% 60
2025
Q4 		$3.54M Sell
6,174
-341
-5% -$190K 0.24% 74
2025
Q3 		$2.55M Hold
6,515
– – 0.21% 89
2025
Q2 		$2.53M Buy
6,515
+130
+2% +$43.3K 0.2% 90
2025
Q1 		$2.11M Buy
6,385
+944
+17% +$336K 0.18% 100
2024
Q4 		$1.96M Sell
5,441
-2,131,226
-100% -$827M 0.16% 115
2024
Q3 		$5.46K Buy
2,136,667
+2,131,276
+39,534% +$736M 0.02% 554
2024
Q2 		$1.8M Buy
5,391
+211
+4% +$73.2K 0.17% 114
2024
Q1 		$1.88M Buy
5,180
+127
+3% +$40.6K 0.2% 104
2023
Q4 		$1.49M Sell
5,053
-152
-3% -$39.4K 0.19% 112
2023
Q3 		$1.42M Buy
5,205
+24
+0.5% +$6.51K 0.19% 107
2023
Q2 		$1.27M Buy
5,181
+444
+9% +$99K 0.17% 119
2023
Q1 		$1.08M Sell
4,737
-8,408
-64% -$2.03M 0.16% 130
2022
Q4 		$3.15M Buy
13,145
+9,839
+298% +$2.14M 0.33% 58
2022
Q3 		$542K Buy
3,306
+524
+19% +$95.7K 0.12% 183
2022
Q2 		$497 Sell
2,782
-103
-4% -$21.7K 0.04% 209
2022
Q1 		$643K Sell
2,885
-327
-10% -$68.6K 0.12% 184
2021
Q4 		$664K Sell
3,212
-59
-2% -$11.9K 0.12% 192
2021
Q3 		$628K Buy
3,271
+1,094
+50% +$228K 0.11% 203
2021
Q2 		$474K Sell
2,177
-15,082
-87% -$3.48M 0.09% 244
2021
Q1 		$1.45M Buy
17,259
+7,448
+76% +$1.54M 0.13% 155
2020
Q4 		$881K Buy
9,811
+3,029
+45% +$514K 0.16% 124
2020
Q3 		$271K Sell
6,782
-95
-1% -$13.3K 0.07% 261
2020
Q2 		$243K Sell
6,877
-406
-6% -$48.1K 0.06% 271
2020
Q1 		$270K Buy
+7,283
New +$930K 0.08% 221

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

International Assets Investment Management's CAT Position: Q2 2026 in Review

International Assets Investment Management reduced its Caterpillar (CAT) stake by 5.1% in Q2 2026, selling an estimated $265K and leaving 5,602 shares worth $5.55M. The position accounts for 0.33% of the portfolio, ranked #53.

International Assets Investment Management first reported a position in CAT in Q1 2020 and has held it in 26 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • International Assets Investment Management held 5,602 shares of Caterpillar worth $5.55M as of Q2 2026.
  • International Assets Investment Management sold 302 Caterpillar shares in Q2 2026, an estimated $265K.
  • Caterpillar made up 0.33% of International Assets Investment Management's portfolio in Q2 2026, its #53 holding.
  • International Assets Investment Management first reported a position in Caterpillar in Q1 2020 and has held it in 26 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.