Invesco’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.73B | Buy |
3,849,600
+817,934
| +27% | +$567M | 0.27% | 56 |
|
|
2025
Q4 | $1.74B | Buy |
3,031,666
+68,770
| +2% | +$38.2M | 0.16% | 101 |
|
|
2025
Q3 | $1.41B | Sell |
2,962,896
-319,824
| -10% | -$137M | 0.22% | 77 |
|
|
2025
Q2 | $1.27B | Buy |
3,282,720
+140,784
| +4% | +$46.9M | 0.22% | 80 |
|
|
2025
Q1 | $1.04B | Buy |
3,141,936
+150,533
| +5% | +$53.6M | 0.2% | 97 |
|
|
2024
Q4 | $1.09B | Buy |
2,991,403
+9,212
| +0.3% | +$3.57M | 0.2% | 83 |
|
|
2024
Q3 | $1.17B | Sell |
2,982,191
-212,255
| -7% | -$73.3M | 0.23% | 73 |
|
|
2024
Q2 | $1.06B | Buy |
3,194,446
+479,503
| +18% | +$166M | 0.23% | 70 |
|
|
2024
Q1 | $995M | Sell |
2,714,943
-329,597
| -11% | -$105M | 0.21% | 79 |
|
|
2023
Q4 | $900M | Sell |
3,044,540
-21,932
| -0.7% | -$5.69M | 0.21% | 85 |
|
|
2023
Q3 | $837M | Sell |
3,066,472
-366,667
| -11% | -$99.5M | 0.23% | 75 |
|
|
2023
Q2 | $845M | Sell |
3,433,139
-40,358
| -1% | -$9M | 0.22% | 86 |
|
|
2023
Q1 | $795M | Buy |
3,473,497
+219,892
| +7% | +$53.2M | 0.22% | 82 |
|
|
2022
Q4 | $779M | Sell |
3,253,605
-6,299
| -0.2% | -$1.37M | 0.23% | 83 |
|
|
2022
Q3 | $535M | Buy |
3,259,904
+16,932
| +0.5% | +$3.09M | 0.17% | 127 |
|
|
2022
Q2 | $580M | Sell |
3,242,972
-191,599
| -6% | -$40.4M | 0.18% | 124 |
|
|
2022
Q1 | $765M | Sell |
3,434,571
-1,429,549
| -29% | -$300M | 0.2% | 100 |
|
|
2021
Q4 | $1.01B | Buy |
4,864,120
+643,392
| +15% | +$130M | 0.24% | 71 |
|
|
2021
Q3 | $810M | Buy |
4,220,728
+407,276
| +11% | +$84.8M | 0.21% | 92 |
|
|
2021
Q2 | $830M | Sell |
3,813,452
-29,817
| -0.8% | -$6.89M | 0.2% | 91 |
|
|
2021
Q1 | $891M | Sell |
3,843,269
-57,099
| -1% | -$11.8M | 0.24% | 70 |
|
|
2020
Q4 | $710M | Buy |
3,900,368
+824,007
| +27% | +$140M | 0.21% | 99 |
|
|
2020
Q3 | $459M | Sell |
3,076,361
-307,753
| -9% | -$43.2M | 0.16% | 140 |
|
|
2020
Q2 | $428M | Sell |
3,384,114
-51,428
| -1% | -$6.1M | 0.15% | 152 |
|
|
2020
Q1 | $399M | Buy |
3,435,542
+1,071,048
| +45% | +$137M | 0.17% | 132 |
|
|
2019
Q4 | $349M | Sell |
2,364,494
-88,265
| -4% | -$12.3M | 0.11% | 232 |
|
|
2019
Q3 | $310M | Buy |
2,452,759
+550,894
| +29% | +$70M | 0.08% | 297 |
|
|
2019
Q2 | $259M | Buy |
1,901,865
+465,286
| +32% | +$61.5M | 0.07% | 342 |
|
|
2019
Q1 | $195M | Buy |
1,436,579
+192,026
| +15% | +$25.5M | 0.07% | 348 |
|
|
2018
Q4 | $158M | Sell |
1,244,553
-204,729
| -14% | -$26.6M | 0.06% | 356 |
|
|
2018
Q3 | $221M | Sell |
1,449,282
-23,007
| -2% | -$3.25M | 0.07% | 304 |
|
|
2018
Q2 | $200M | Sell |
1,472,289
-122,282
| -8% | -$18.3M | 0.07% | 321 |
|
|
2018
Q1 | $235M | Sell |
1,594,571
-849,812
| -35% | -$134M | 0.09% | 256 |
|
|
2017
Q4 | $385M | Sell |
2,444,383
-1,101,217
| -31% | -$153M | 0.14% | 168 |
|
|
2017
Q3 | $442M | Sell |
3,545,600
-4,158,919
| -54% | -$479M | 0.16% | 147 |
|
|
2017
Q2 | $828M | Sell |
7,704,519
-1,882,773
| -20% | -$191M | 0.26% | 72 |
|
|
2017
Q1 | $889M | Sell |
9,587,292
-670,035
| -7% | -$63.4M | 0.29% | 63 |
|
|
2016
Q4 | $951M | Sell |
10,257,327
-758,761
| -7% | -$68.8M | 0.32% | 53 |
|
|
2016
Q3 | $978M | Buy |
11,016,088
+556,044
| +5% | +$45.5M | 0.34% | 51 |
|
|
2016
Q2 | $793M | Buy |
10,460,044
+326,043
| +3% | +$24.4M | 0.29% | 67 |
|
|
2016
Q1 | $776M | Buy |
10,134,001
+1,491,977
| +17% | +$100M | 0.32% | 59 |
|
|
2015
Q4 | $587M | Buy |
8,642,024
+2,327,037
| +37% | +$163M | 0.23% | 88 |
|
|
2015
Q3 | $413M | Buy |
6,314,987
+2,434,257
| +63% | +$186M | 0.18% | 125 |
|
|
2015
Q2 | $329M | Sell |
3,880,730
-241,779
| -6% | -$20.8M | 0.13% | 180 |
|
|
2015
Q1 | $330M | Sell |
4,122,509
-1,332,514
| -24% | -$111M | 0.13% | 193 |
|
|
2014
Q4 | $499M | Buy |
5,455,023
+618,135
| +13% | +$60.2M | 0.19% | 118 |
|
|
2014
Q3 | $479M | Sell |
4,836,888
-836,364
| -15% | -$88.7M | 0.19% | 113 |
|
|
2014
Q2 | $617M | Buy |
5,673,252
+1,602,894
| +39% | +$168M | 0.24% | 79 |
|
|
2014
Q1 | $404M | Buy |
4,070,358
+2,944,634
| +262% | +$278M | 0.16% | 135 |
|
|
2013
Q4 | $102M | Buy |
1,125,724
+90,818
| +9% | +$7.75M | 0.04% | 502 |
|
|
2013
Q3 | $86.3M | Buy |
1,034,906
+35,344
| +4% | +$2.99M | 0.04% | 526 |
|
|
2013
Q2 | $82.5M | Buy |
+999,562
| New | +$85M | 0.04% | 506 |
|
Other funds holding CAT
VCM
VPM
Invesco's CAT Position: Q1 2026 in Review
Invesco increased its Caterpillar (CAT) stake by 27% in Q1 2026, buying an estimated $567M and bringing the position to 3,849,600 shares worth $2.73B. The position accounts for 0.27% of the portfolio, ranked #56.
Invesco first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Invesco held 3,849,600 shares of Caterpillar worth $2.73B as of Q1 2026.
- Invesco bought 817,934 Caterpillar shares in Q1 2026, an estimated $567M.
- Caterpillar made up 0.27% of Invesco's portfolio in Q1 2026, its #56 holding.
- Invesco first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
- 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Invesco's 13F filing for Q1 2026, filed 12 May 2026.