IAG
CAT icon

Ipsen Advisor Group’s Caterpillar CAT Stock Holding History

Ipsen Advisor Group’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 		$395K Sell
558
-17
-3% -$11.8K 0.28% 87
2025
Q4 		$329K Sell
575
-91
-14% -$50.6K 0.23% 90
2025
Q3 		$318K Sell
666
-53
-7% -$22.6K 0.23% 87
2025
Q2 		$279K Buy
719
+3
+0.4% +$1K 0.21% 87
2025
Q1 		$236K Buy
716
+3
+0.4% +$1.07K 0.2% 85
2024
Q4 		$259K Buy
+713
New +$277K 0.22% 82

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

Ipsen Advisor Group's CAT Position: Q1 2026 in Review

Ipsen Advisor Group reduced its Caterpillar (CAT) stake by 3% in Q1 2026, selling an estimated $11.8K and leaving 558 shares worth $395K. The position accounts for 0.28% of the portfolio, ranked #87.

Ipsen Advisor Group first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Ipsen Advisor Group held 558 shares of Caterpillar worth $395K as of Q1 2026.
  • Ipsen Advisor Group sold 17 Caterpillar shares in Q1 2026, an estimated $11.8K.
  • Caterpillar made up 0.28% of Ipsen Advisor Group's portfolio in Q1 2026, its #87 holding.
  • Ipsen Advisor Group first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Ipsen Advisor Group's 13F filing for Q1 2026, filed 29 May 2026.