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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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.