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Investment Research & Advisory Group’s Caterpillar CAT Stock Holding History

Investment Research & 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
Q2 		$4.63M Buy
4,335
+37
+0.9% +$32.5K 1.43% 18
2026
Q1 		$3.05M Buy
4,298
+156
+4% +$108K 1.07% 27
2025
Q4 		$2.38M Buy
4,142
+322
+8% +$179K 0.79% 33
2025
Q3 		$1.83M Buy
3,820
+3,785
+10,814% +$1.62M 0.62% 36
2025
Q2 		$13.7K Hold
35
– – 0.01% 160
2025
Q1 		$11.6K Hold
35
– – ﹤0.01% 161
2024
Q4 		$12.8K Hold
35
– – 0.01% 147
2024
Q3 		$13.8K Hold
35
– – 0.01% 143
2024
Q2 		$11.7K Buy
35
+25
+250% +$8.67K 0.01% 146
2024
Q1 		$3.66K Hold
10
– – ﹤0.01% 176
2023
Q4 		$2.96K Hold
10
– – ﹤0.01% 181
2023
Q3 		$2.73K Hold
10
– – ﹤0.01% 184
2023
Q2 		$2.46K Hold
10
– – ﹤0.01% 193
2023
Q1 		$2.29K Hold
10
– – ﹤0.01% 172
2022
Q4 		$2.4K Hold
10
– – ﹤0.01% 169
2022
Q3 		$2K Hold
10
– – ﹤0.01% 169
2022
Q2 		$2K Hold
10
– – ﹤0.01% 171
2022
Q1 		$2K Hold
10
– – ﹤0.01% 182
2021
Q4 		$2K Hold
10
– – ﹤0.01% 186
2021
Q3 		$2K Hold
10
– – ﹤0.01% 141
2021
Q2 		$2K Hold
10
– – ﹤0.01% 173
2021
Q1 		$2K Hold
10
– – ﹤0.01% 136
2020
Q4 		$2K Hold
10
– – ﹤0.01% 140
2020
Q3 		$1K Hold
10
– – ﹤0.01% 143
2020
Q2 		$1K Hold
10
– – ﹤0.01% 144
2020
Q1 		$1K Hold
10
– – ﹤0.01% 142
2019
Q4 		$1K Buy
+10
New +$1.4K ﹤0.01% 184

Other funds holding CAT

ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Investment Research & Advisory Group's CAT Position: Q2 2026 in Review

Investment Research & Advisory Group increased its Caterpillar (CAT) stake by 0.86% in Q2 2026, buying an estimated $32.5K and bringing the position to 4,335 shares worth $4.63M. The position accounts for 1.43% of the portfolio, ranked #18.

Investment Research & Advisory Group first reported a position in CAT in Q4 2019 and has held it in 27 quarters since. 1,660 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Investment Research & Advisory Group held 4,335 shares of Caterpillar worth $4.63M as of Q2 2026.
  • Investment Research & Advisory Group bought 37 Caterpillar shares in Q2 2026, an estimated $32.5K.
  • Caterpillar made up 1.43% of Investment Research & Advisory Group's portfolio in Q2 2026, its #18 holding.
  • Investment Research & Advisory Group first reported a position in Caterpillar in Q4 2019 and has held it in 27 quarters since.
  • 1,660 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.