IAG
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Investment Advisory Group’s Caterpillar CAT Stock Holding History

Investment Advisory Group’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
Q1 		$236K Buy
+333
New +$231K 0.06% 174

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Investment Advisory Group's CAT Position: Q1 2026 in Review

Investment Advisory Group opened a new position in Caterpillar (CAT) in Q1 2026: 333 shares worth $236K. The stake represents 0.06% of the portfolio and ranks #174 among its holdings.

3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Investment Advisory Group held 333 shares of Caterpillar worth $236K as of Q1 2026.
  • Caterpillar was a new Investment Advisory Group position in Q1 2026.
  • Caterpillar made up 0.06% of Investment Advisory Group's portfolio in Q1 2026, its #174 holding.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.