IPG Investment Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $592K | Hold |
556
| – | – | 0.09% | 151 |
|
|
2026
Q1 | $394K | Hold |
556
| – | – | 0.07% | 155 |
|
|
2025
Q4 | $319K | Sell |
556
-25
| -4% | -$13.9K | 0.06% | 166 |
|
|
2025
Q3 | $277K | Buy |
+581
| New | +$248K | 0.05% | 175 |
|
|
2024
Q4 | – | Sell |
-4,603
| Closed | -$1.8M | – | 179 |
|
|
2024
Q3 | $1.8M | Sell |
4,603
-2,101
| -31% | -$726K | 0.39% | 49 |
|
|
2024
Q2 | $2.23M | Buy |
6,704
+1,947
| +41% | +$675K | 0.49% | 47 |
|
|
2024
Q1 | $1.74M | Sell |
4,757
-5,450
| -53% | -$1.74M | 0.38% | 51 |
|
|
2023
Q4 | $3.02M | Buy |
10,207
+6,193
| +154% | +$1.61M | 0.6% | 40 |
|
|
2023
Q3 | $1.1M | Buy |
4,014
+248
| +7% | +$67.3K | 0.24% | 71 |
|
|
2023
Q2 | $927K | Sell |
3,766
-270
| -7% | -$60.2K | 0.2% | 69 |
|
|
2023
Q1 | $924K | Buy |
4,036
+585
| +17% | +$141K | 0.21% | 66 |
|
|
2022
Q4 | $827K | Hold |
3,451
| – | – | 0.23% | 57 |
|
|
2022
Q3 | $566K | Hold |
3,451
| – | – | 0.16% | 69 |
|
|
2022
Q2 | $617K | Sell |
3,451
-91
| -3% | -$19.2K | 0.15% | 73 |
|
|
2022
Q1 | $789K | Sell |
3,542
-3,144
| -47% | -$659K | 0.15% | 75 |
|
|
2021
Q4 | $1.38M | Buy |
+6,686
| New | +$1.35M | 0.25% | 61 |
|
|
2021
Q2 | – | Sell |
-3,225
| Closed | -$748K | – | 150 |
|
|
2021
Q1 | $748K | Sell |
3,225
-75
| -2% | -$15.5K | 0.15% | 98 |
|
|
2020
Q4 | $601K | Hold |
3,300
| – | – | 0.14% | 87 |
|
|
2020
Q3 | $492K | Buy |
3,300
+300
| +10% | +$42.1K | 0.14% | 79 |
|
|
2020
Q2 | $380K | Sell |
3,000
-129
| -4% | -$15.3K | 0.13% | 89 |
|
|
2020
Q1 | $363K | Sell |
3,129
-200
| -6% | -$25.5K | 0.15% | 83 |
|
|
2019
Q4 | $492K | Sell |
3,329
-930
| -22% | -$130K | 0.16% | 78 |
|
|
2019
Q3 | $538K | Hold |
4,259
| – | – | 0.19% | 66 |
|
|
2019
Q2 | $580K | Sell |
4,259
-2,125
| -33% | -$281K | 0.21% | 65 |
|
|
2019
Q1 | $865K | Sell |
6,384
-250
| -4% | -$33.2K | 0.3% | 49 |
|
|
2018
Q4 | $843K | Sell |
6,634
-415
| -6% | -$54K | 0.32% | 45 |
|
|
2018
Q3 | $1.07M | Buy |
7,049
+112
| +2% | +$15.8K | 0.35% | 41 |
|
|
2018
Q2 | $941K | Sell |
6,937
-2,667
| -28% | -$399K | 0.33% | 46 |
|
|
2018
Q1 | $1.42M | Buy |
+9,604
| New | +$1.52M | 0.46% | 35 |
|
Other funds holding CAT
IPG Investment Advisors's CAT Position: Q2 2026 in Review
IPG Investment Advisors held its Caterpillar (CAT) position steady in Q2 2026 at 556 shares worth $592K. The position accounts for 0.09% of the portfolio, ranked #151.
IPG Investment Advisors first reported a position in CAT in Q1 2018 and has held it in 29 quarters since. The position peaked at $3.02M in Q4 2023. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- IPG Investment Advisors held 556 shares of Caterpillar worth $592K as of Q2 2026.
- IPG Investment Advisors left its Caterpillar share count unchanged in Q2 2026.
- Caterpillar made up 0.09% of IPG Investment Advisors's portfolio in Q2 2026, its #151 holding.
- IPG Investment Advisors first reported a position in Caterpillar in Q1 2018 and has held it in 29 quarters since.
- IPG Investment Advisors's Caterpillar position peaked at $3.02M in Q4 2023.
- 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.