Investment Partners’s Caterpillar CAT Stock Holding History

Investment Partners’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	$2.43M	Buy	3,436 +8	+0.2%	+$5.54K	0.87%	30
2025 Q4	$1.96M	Sell	3,428 -211	-6%	-$117K	0.69%	40
2025 Q3	$1.74M	Sell	3,639 -30	-0.8%	-$12.8K	0.61%	47
2025 Q2	$1.42M	Sell	3,669 -16	-0.4%	-$5.33K	0.54%	53
2025 Q1	$1.22M	Buy	3,685 +260	+8%	+$92.6K	0.5%	55
2024 Q4	$1.24M	Buy	3,425 +3	+0.1%	+$1.16K	0.51%	54
2024 Q3	$1.34M	Sell	3,422 -21	-0.6%	-$7.25K	0.56%	50
2024 Q2	$1.15M	Sell	3,443 -205	-6%	-$71.1K	0.52%	52
2024 Q1	$1.34M	Buy	3,648 +4	+0.1%	+$1.28K	0.61%	47
2023 Q4	$1.08M	Sell	3,644 -7	-0.2%	-$1.82K	0.53%	52
2023 Q3	$997K	Sell	3,651 -264	-7%	-$71.6K	0.52%	52
2023 Q2	$963K	Sell	3,915 -877	-18%	-$196K	0.5%	55
2023 Q1	$1.1M	Buy	4,792 +7	+0.1%	+$1.69K	0.58%	51
2022 Q4	$1.15M	Sell	4,785 -4,469	-48%	-$973K	0.61%	50
2022 Q3	$1.52M	Buy	9,254 +4,484	+94%	+$819K	0.45%	66
2022 Q2	$853K	Buy	4,770 +6	+0.1%	+$1.26K	0.42%	64
2022 Q1	$1.06M	Buy	4,764 +8	+0.2%	+$1.68K	0.45%	56
2021 Q4	$983K	Buy	4,756 +357	+8%	+$71.9K	0.4%	58
2021 Q3	$845K	Buy	4,399 +6	+0.1%	+$1.25K	0.38%	60
2021 Q2	$956K	Sell	4,393 -741	-14%	-$171K	0.44%	52
2021 Q1	$1.19M	Buy	5,134 +7	+0.1%	+$1.45K	0.58%	43
2020 Q4	$933K	Sell	5,127 -193	-4%	-$32.7K	0.5%	49
2020 Q3	$793K	Sell	5,320 -1,819	-25%	-$256K	0.47%	52
2020 Q2	$903K	Sell	7,139 -154	-2%	-$18.3K	0.53%	54
2020 Q1	$846K	Buy	7,293 +1,569	+27%	+$200K	0.61%	51
2019 Q4	$845K	Sell	5,724 -656	-10%	-$91.5K	0.57%	53
2019 Q3	$806K	Buy	6,380 +166	+3%	+$21.1K	0.59%	52
2019 Q2	$847K	Buy	6,214 +436	+8%	+$57.6K	0.61%	51
2019 Q1	$783K	Sell	5,778 -614	-10%	-$81.6K	0.57%	55
2018 Q4	$812K	Sell	6,392 -493	-7%	-$64.1K	0.69%	50
2018 Q3	$396	Buy	6,885 +11	+0.2%	+$1.56K	0.22%	70
2018 Q2	$933K	Sell	6,874 -992	-13%	-$148K	0.69%	46
2018 Q1	$1.16M	Buy	7,866 +451	+6%	+$71.2K	0.86%	37
2017 Q4	$1.17M	Buy	7,415 +246	+3%	+$34.1K	0.87%	37
2017 Q3	$894K	Buy	7,169 +13	+0.2%	+$1.5K	0.77%	45
2017 Q2	$769K	Buy	7,156 +343	+5%	+$34.8K	0.7%	52
2017 Q1	$632K	Buy	6,813 +176	+3%	+$16.7K	0.61%	57
2016 Q4	$616K	Sell	6,637 -4,880	-42%	-$442K	0.6%	60
2016 Q3	$1.02M	Buy	11,517 +4,085	+55%	+$334K	0.58%	58
2016 Q2	$563K	Sell	7,432 -2,905	-28%	-$218K	0.56%	64
2016 Q1	$702K	Buy	10,337 +3,745	+57%	+$251K	0.46%	69
2015 Q4	$445K	Sell	6,592 -180	-3%	-$12.6K	0.54%	66
2015 Q3	$440K	Sell	6,772 -402	-6%	-$30.7K	0.58%	62
2015 Q2	$605K	Sell	7,174 -585	-8%	-$50.3K	0.73%	58
2015 Q1	$623K	Buy	7,759 +244	+3%	+$20.3K	0.69%	56
2014 Q4	$688K	Buy	+7,515	New	+$731K	0.79%	49

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

Investment Partners's CAT Position: Q1 2026 in Review

Investment Partners increased its Caterpillar (CAT) stake by 0.23% in Q1 2026, buying an estimated $5.54K and bringing the position to 3,436 shares worth $2.43M. The position accounts for 0.87% of the portfolio, ranked #30.

Investment Partners first reported a position in CAT in Q4 2014 and has held it in 46 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Investment Partners held 3,436 shares of Caterpillar worth $2.43M as of Q1 2026.
Investment Partners bought 8 Caterpillar shares in Q1 2026, an estimated $5.54K.
Caterpillar made up 0.87% of Investment Partners's portfolio in Q1 2026, its #30 holding.
Investment Partners first reported a position in Caterpillar in Q4 2014 and has held it in 46 quarters since.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.