Invesco
CAT icon

Invesco’s Caterpillar CAT Stock Holding History

Invesco’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
2019
Q1 		– Sell
-1,400
Closed -$178K – 3715
2018
Q4 		$178K Sell
1,400
-10,000
-88% -$1.3M ﹤0.01% 3582
2018
Q3 		$1.74M Buy
11,400
+10,000
+714% +$1.41M ﹤0.01% 2854
2018
Q2 		$190K Buy
+1,400
New +$209K ﹤0.01% 3711
2017
Q1 		– Sell
-600
Closed -$56K – 3703
2016
Q4 		$56K Hold
600
– – ﹤0.01% 3650
2016
Q3 		$53K Hold
600
– – ﹤0.01% 3619
2016
Q2 		$45K Hold
600
– – ﹤0.01% 3664
2016
Q1 		$46K Hold
600
– – ﹤0.01% 3671
2015
Q4 		$41K Hold
600
– – ﹤0.01% 3714
2015
Q3 		$39K Buy
+600
New +$45.9K ﹤0.01% 3753

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Invesco's CAT Position: Q2 2026 in Review

Invesco reduced its Caterpillar (CAT) stake by 15% in Q2 2026, selling an estimated $497M and leaving 3,284,093 shares worth $3.5B. The position accounts for 0.28% of the portfolio, ranked #48.

Invesco first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Invesco held 3,284,093 shares of Caterpillar worth $3.5B as of Q2 2026.
  • Invesco sold 565,507 Caterpillar shares in Q2 2026, an estimated $497M.
  • Caterpillar made up 0.28% of Invesco's portfolio in Q2 2026, its #48 holding.
  • Invesco first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Invesco's 13F filing for Q2 2026, filed 14 Aug 2026.