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IPG Investment Advisors’s Caterpillar CAT Stock Holding History

IPG Investment Advisors’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 		$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

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

IPG Investment Advisors's CAT Position: Q1 2026 in Review

IPG Investment Advisors held its Caterpillar (CAT) position steady in Q1 2026 at 556 shares worth $394K. The position accounts for 0.07% of the portfolio, ranked #155.

IPG Investment Advisors first reported a position in CAT in Q1 2018 and has held it in 28 quarters since. The position peaked at $3.02M in Q4 2023. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • IPG Investment Advisors held 556 shares of Caterpillar worth $394K as of Q1 2026.
  • IPG Investment Advisors left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.07% of IPG Investment Advisors's portfolio in Q1 2026, its #155 holding.
  • IPG Investment Advisors first reported a position in Caterpillar in Q1 2018 and has held it in 28 quarters since.
  • IPG Investment Advisors's Caterpillar position peaked at $3.02M in Q4 2023.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on IPG Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.