IAG
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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
Q2 		$580K Sell
545
-13
-2% -$11.4K 0.37% 65
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Ipsen Advisor Group's CAT Position: Q2 2026 in Review

Ipsen Advisor Group reduced its Caterpillar (CAT) stake by 2.3% in Q2 2026, selling an estimated $11.4K and leaving 545 shares worth $580K. The position accounts for 0.37% of the portfolio, ranked #65.

Ipsen Advisor Group first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Ipsen Advisor Group held 545 shares of Caterpillar worth $580K as of Q2 2026.
  • Ipsen Advisor Group sold 13 Caterpillar shares in Q2 2026, an estimated $11.4K.
  • Caterpillar made up 0.37% of Ipsen Advisor Group's portfolio in Q2 2026, its #65 holding.
  • Ipsen Advisor Group first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.