Investors Research Corp’s Caterpillar CAT Stock Holding History

Investors Research Corp’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	–	Sell	-10	Closed	-$7.08K	–	814
2026 Q1	$7.08K	Hold	10	–	–	﹤0.01%	571
2025 Q4	$5.73K	Buy	+10	New	+$5.56K	﹤0.01%	673
2025 Q3	–	Sell	-3	Closed	-$1.17K	–	880
2025 Q2	$1.17K	Hold	3	–	–	﹤0.01%	854
2025 Q1	$989	Hold	3	–	–	﹤0.01%	888
2024 Q4	$1.09K	Hold	3	–	–	﹤0.01%	873
2024 Q3	$1.17K	Hold	3	–	–	﹤0.01%	903
2024 Q2	$999	Hold	3	–	–	﹤0.01%	980
2024 Q1	$1.1K	Hold	3	–	–	﹤0.01%	949
2023 Q4	$887	Hold	3	–	–	﹤0.01%	998
2023 Q3	$819	Sell	3 -206	-99%	-$55.9K	﹤0.01%	1011
2023 Q2	$51.4K	Hold	209	–	–	0.01%	511
2023 Q1	$47.8K	Hold	209	–	–	0.01%	528
2022 Q4	$50.1K	Hold	209	–	–	0.01%	517
2022 Q3	$34K	Hold	209	–	–	0.01%	560
2022 Q2	$37K	Buy	+209	New	+$44K	0.01%	556

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Investors Research Corp's CAT Position: Q2 2026 in Review

Investors Research Corp sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 10 shares — an estimated $7.08K sold.

Investors Research Corp first reported a position in CAT in Q2 2022 and held it in 15 quarters. The position peaked at $51.4K in Q2 2023. 1,873 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Investors Research Corp reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
Investors Research Corp sold 10 Caterpillar shares in Q2 2026, an estimated $7.08K.
Investors Research Corp first reported a position in Caterpillar in Q2 2022 and held it in 15 quarters.
Investors Research Corp's Caterpillar position peaked at $51.4K in Q2 2023.
1,873 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.