ISFAN
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Investor's Fiduciary Advisor Network’s Caterpillar CAT Stock Holding History

Investor's Fiduciary Advisor Network’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 		$6.76M Sell
9,545
-192
-2% -$133K 2.07% 6
2025
Q4 		$5.58M Sell
9,737
-429
-4% -$238K 1.2% 15
2025
Q3 		$4.85M Sell
10,166
-54
-0.5% -$23.1K 1.64% 9
2025
Q2 		$3.97M Buy
+10,220
New +$3.41M 1.47% 10
2025
Q1 		– Sell
-10,205
Closed -$3.7M – 172
2024
Q4 		$3.7M Buy
+10,205
New +$3.96M 1.42% 11

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Investor's Fiduciary Advisor Network's CAT Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network reduced its Caterpillar (CAT) stake by 2% in Q1 2026, selling an estimated $133K and leaving 9,545 shares worth $6.76M. The position accounts for 2.07% of the portfolio, ranked #6.

Investor's Fiduciary Advisor Network first reported a position in CAT in Q4 2024 and has held it in 5 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Investor's Fiduciary Advisor Network held 9,545 shares of Caterpillar worth $6.76M as of Q1 2026.
  • Investor's Fiduciary Advisor Network sold 192 Caterpillar shares in Q1 2026, an estimated $133K.
  • Caterpillar made up 2.07% of Investor's Fiduciary Advisor Network's portfolio in Q1 2026, its #6 holding.
  • Investor's Fiduciary Advisor Network first reported a position in Caterpillar in Q4 2024 and has held it in 5 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.