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Investment Partners Asset Management’s Caterpillar CAT Stock Holding History

Investment Partners Asset Management’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
Q3 		$245K Hold
302
– – 0.13% 151
2026
Q2 		$322K Buy
302
+2
+0.7% +$1.76K 0.18% 130
2026
Q1 		$213K Buy
+300
New +$208K 0.13% 157

Other funds holding CAT

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Investment Partners Asset Management's CAT Position: Q3 2026 in Review

Investment Partners Asset Management held its Caterpillar (CAT) position steady in Q3 2026 at 302 shares worth $245K. The position accounts for 0.13% of the portfolio, ranked #151.

Investment Partners Asset Management first reported a position in CAT in Q1 2026 and has held it in 3 quarters since. The position peaked at $322K in Q2 2026. 214 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Investment Partners Asset Management held 302 shares of Caterpillar worth $245K as of Q3 2026.
  • Investment Partners Asset Management left its Caterpillar share count unchanged in Q3 2026.
  • Caterpillar made up 0.13% of Investment Partners Asset Management's portfolio in Q3 2026, its #151 holding.
  • Investment Partners Asset Management first reported a position in Caterpillar in Q1 2026 and has held it in 3 quarters since.
  • Investment Partners Asset Management's Caterpillar position peaked at $322K in Q2 2026.
  • 214 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Investment Partners Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.