IAS
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Investment Advisory Services’s Caterpillar CAT Stock Holding History

Investment Advisory Services’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 		$1.37M Sell
1,283
-282
-18% -$248K 0.39% 53
2026
Q1 		$1.11M Buy
1,565
+17
+1% +$11.8K 0.35% 53
2025
Q4 		$887K Sell
1,548
-41
-3% -$22.8K 0.28% 59
2025
Q3 		$758K Sell
1,589
-92
-5% -$39.3K 0.24% 67
2025
Q2 		$653K Buy
1,681
+328
+24% +$109K 0.22% 70
2025
Q1 		$446K Sell
1,353
-45
-3% -$16K 0.16% 80
2024
Q4 		$507K Buy
1,398
+68
+5% +$26.4K 0.18% 72
2024
Q3 		$520K Buy
1,330
+53
+4% +$18.3K 0.18% 77
2024
Q2 		$425K Sell
1,277
-161
-11% -$55.8K 0.16% 84
2024
Q1 		$527K Buy
1,438
+141
+11% +$45.1K 0.19% 81
2023
Q4 		$383K Buy
1,297
+137
+12% +$35.5K 0.15% 87
2023
Q3 		$317K Buy
1,160
+75
+7% +$20.3K 0.14% 89
2023
Q2 		$267K Buy
+1,085
New +$242K 0.11% 94

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Investment Advisory Services's CAT Position: Q2 2026 in Review

Investment Advisory Services reduced its Caterpillar (CAT) stake by 18% in Q2 2026, selling an estimated $248K and leaving 1,283 shares worth $1.37M. The position accounts for 0.39% of the portfolio, ranked #53.

Investment Advisory Services first reported a position in CAT in Q2 2023 and has held it in 13 quarters since. 1,381 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Investment Advisory Services held 1,283 shares of Caterpillar worth $1.37M as of Q2 2026.
  • Investment Advisory Services sold 282 Caterpillar shares in Q2 2026, an estimated $248K.
  • Caterpillar made up 0.39% of Investment Advisory Services's portfolio in Q2 2026, its #53 holding.
  • Investment Advisory Services first reported a position in Caterpillar in Q2 2023 and has held it in 13 quarters since.
  • 1,381 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.