Invesco LLC (Illinois)’s Caterpillar CAT Stock Holding History

Invesco LLC (Illinois)’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	$3.36M	Buy	3,151 +8	+0.3%	+$7.03K	1.04%	29
2026 Q1	$2.23M	Buy	3,143 +39	+1%	+$27K	0.78%	34
2025 Q4	$1.78M	Buy	3,104 +173	+6%	+$96.2K	0.6%	43
2025 Q3	$1.4M	Buy	2,931 +1	+0%	+$427	0.47%	51
2025 Q2	$1.14M	Buy	2,930 +809	+38%	+$270K	0.42%	55
2025 Q1	$700K	Buy	2,121 +774	+57%	+$276K	0.29%	73
2024 Q4	$489K	Buy	1,347 +21	+2%	+$8.14K	0.19%	93
2024 Q3	$519K	Hold	1,326	–	–	0.21%	90
2024 Q2	$442K	Sell	1,326 -60	-4%	-$20.8K	0.18%	100
2024 Q1	$508K	Buy	1,386 +3	+0.2%	+$959	0.22%	94
2023 Q4	$409K	Sell	1,383 -41	-3%	-$10.6K	0.19%	104
2023 Q3	$389K	Sell	1,424 -24	-2%	-$6.51K	0.2%	98
2023 Q2	$356K	Buy	+1,448	New	+$323K	0.18%	117

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Invesco LLC (Illinois)'s CAT Position: Q2 2026 in Review

Invesco LLC (Illinois) increased its Caterpillar (CAT) stake by 0.25% in Q2 2026, buying an estimated $7.03K and bringing the position to 3,151 shares worth $3.36M. The position accounts for 1.04% of the portfolio, ranked #29.

Invesco LLC (Illinois) first reported a position in CAT in Q2 2023 and has held it in 13 quarters since. 2,013 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Invesco LLC (Illinois) held 3,151 shares of Caterpillar worth $3.36M as of Q2 2026.
Invesco LLC (Illinois) bought 8 Caterpillar shares in Q2 2026, an estimated $7.03K.
Caterpillar made up 1.04% of Invesco LLC (Illinois)'s portfolio in Q2 2026, its #29 holding.
Invesco LLC (Illinois) first reported a position in Caterpillar in Q2 2023 and has held it in 13 quarters since.
2,013 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Invesco LLC (Illinois)'s 13F filing for Q2 2026, filed 21 Jul 2026.