IRP
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Investment Research Partners’s Caterpillar CAT Stock Holding History

Investment Research 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
Q2 		$875K Buy
822
+12
+1% +$10.5K 0.3% 79
2026
Q1 		$573K Hold
810
– – 0.23% 102
2025
Q4 		$464K Buy
810
+94
+13% +$52.2K 0.2% 120
2025
Q3 		$419K Buy
+716
New +$306K 0.19% 126

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Investment Research Partners's CAT Position: Q2 2026 in Review

Investment Research Partners increased its Caterpillar (CAT) stake by 1.5% in Q2 2026, buying an estimated $10.5K and bringing the position to 822 shares worth $875K. The position accounts for 0.3% of the portfolio, ranked #79.

Investment Research Partners first reported a position in CAT in Q3 2025 and has held it in 4 quarters since. 3,282 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Investment Research Partners held 822 shares of Caterpillar worth $875K as of Q2 2026.
  • Investment Research Partners bought 12 Caterpillar shares in Q2 2026, an estimated $10.5K.
  • Caterpillar made up 0.3% of Investment Research Partners's portfolio in Q2 2026, its #79 holding.
  • Investment Research Partners first reported a position in Caterpillar in Q3 2025 and has held it in 4 quarters since.
  • 3,282 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.