IIM
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Ipswich Investment Management’s Caterpillar CAT Stock Holding History

Ipswich Investment Management’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 		$16.6M Sell
15,627
-142
-0.9% -$125K 3.51% 4
2026
Q1 		$11.2M Sell
15,769
-552
-3% -$382K 2.62% 9
2025
Q4 		$9.35M Sell
16,321
-260
-2% -$145K 2.17% 11
2025
Q3 		$7.91M Sell
16,581
-451
-3% -$193K 1.85% 12
2025
Q2 		$6.61M Sell
17,032
-215
-1% -$71.7K 1.6% 18
2025
Q1 		$5.69M Sell
17,247
-444
-3% -$158K 1.41% 22
2024
Q4 		$6.42M Sell
17,691
-15
-0.1% -$5.82K 1.54% 18
2024
Q3 		$6.93M Hold
17,706
– – 1.6% 20
2024
Q2 		$5.9M Sell
17,706
-250
-1% -$86.7K 1.38% 24
2024
Q1 		$6.58M Sell
17,956
-50
-0.3% -$16K 1.54% 22
2023
Q4 		$5.32M Buy
18,006
+77
+0.4% +$20K 1.35% 24
2023
Q3 		$4.89M Sell
17,929
-160
-0.9% -$43.4K 1.34% 24
2023
Q2 		$4.45M Sell
18,089
-320
-2% -$71.3K 1.17% 26
2023
Q1 		$4.21M Sell
18,409
-420
-2% -$102K 1.15% 27
2022
Q4 		$4.51M Sell
18,829
-488
-3% -$106K 1.29% 22
2022
Q3 		$3.17M Sell
19,317
-1,070
-5% -$195K 1.01% 34
2022
Q2 		$3.64M Buy
20,387
+303
+2% +$63.9K 1.05% 29
2022
Q1 		$4.47M Sell
20,084
-1,125
-5% -$236K 1.11% 26
2021
Q4 		$4.38M Sell
21,209
-535
-2% -$108K 1.02% 29
2021
Q3 		$4.17M Buy
21,744
+10
+0% +$2.08K 1.07% 28
2021
Q2 		$4.73M Buy
21,734
+585
+3% +$135K 1.21% 20
2021
Q1 		$4.9M Sell
21,149
-1,025
-5% -$212K 1.38% 19
2020
Q4 		$4.04M Sell
22,174
-2,595
-10% -$440K 1.21% 26
2020
Q3 		$3.69M Sell
24,769
-465
-2% -$65.3K 1.18% 26
2020
Q2 		$3.19M Sell
25,234
-2,835
-10% -$336K 1.1% 30
2020
Q1 		$3.26M Sell
28,069
-4,990
-15% -$637K 1.28% 25
2019
Q4 		$4.88M Sell
33,059
-230
-0.7% -$32.1K 1.44% 19
2019
Q3 		$4.21M Sell
33,289
-20
-0.1% -$2.54K 1.34% 24
2019
Q2 		$4.54M Sell
33,309
-2,405
-7% -$318K 1.45% 18
2019
Q1 		$4.84M Buy
35,714
+90
+0.3% +$12K 1.58% 16
2018
Q4 		$4.53M Buy
35,624
+985
+3% +$128K 1.66% 13
2018
Q3 		$5.28M Buy
34,639
+386
+1% +$54.6K 1.79% 13
2018
Q2 		$4.65M Buy
34,253
+25
+0.1% +$3.73K 2.14% 12
2018
Q1 		$5.04M Sell
34,228
-5,889
-15% -$930K 2.13% 11
2017
Q4 		$6.32M Sell
40,117
-1,805
-4% -$250K 2.68% 6
2017
Q3 		$5.23M Buy
41,922
+165
+0.4% +$19K 2.35% 7
2017
Q2 		$4.49M Sell
41,757
-8,455
-17% -$859K 2.1% 9
2017
Q1 		$4.66M Buy
50,212
+1,490
+3% +$141K 2.03% 12
2016
Q4 		$4.52M Buy
48,722
+10,155
+26% +$920K 2.05% 10
2016
Q3 		$3.42M Buy
38,567
+3,447
+10% +$282K 1.67% 21
2016
Q2 		$2.66M Buy
35,120
+13,587
+63% +$1.02M 1.32% 28
2016
Q1 		$1.52M Sell
21,533
-7,492
-26% -$502K 0.73% 46
2015
Q4 		$1.97M Sell
29,025
-150
-0.5% -$10.5K 0.89% 44
2015
Q3 		$1.91M Buy
29,175
+848
+3% +$64.9K 0.91% 43
2015
Q2 		$2.4M Sell
28,327
-2,324
-8% -$200K 1.08% 38
2015
Q1 		$2.45M Sell
30,651
-1,430
-4% -$119K 1.08% 36
2014
Q4 		$2.94M Sell
32,081
-2,548
-7% -$248K 1.25% 33
2014
Q3 		$3.43M Sell
34,629
-1,459
-4% -$155K 1.46% 26
2014
Q2 		$3.92M Sell
36,088
-626
-2% -$65.7K 1.52% 27
2014
Q1 		$3.65M Buy
36,714
+851
+2% +$80.3K 1.57% 25
2013
Q4 		$3.26M Sell
35,863
-240
-0.7% -$20.5K 1.36% 29
2013
Q3 		$3.01M Sell
36,103
-18,451
-34% -$1.56M 1.35% 27
2013
Q2 		$4.5M Buy
+54,554
New +$4.64M 1.94% 13

Other funds holding CAT

SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Ipswich Investment Management's CAT Position: Q2 2026 in Review

Ipswich Investment Management reduced its Caterpillar (CAT) stake by 0.9% in Q2 2026, selling an estimated $125K and leaving 15,627 shares worth $16.6M. The position accounts for 3.51% of the portfolio, ranked #4.

Ipswich Investment Management first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 1,072 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Ipswich Investment Management held 15,627 shares of Caterpillar worth $16.6M as of Q2 2026.
  • Ipswich Investment Management sold 142 Caterpillar shares in Q2 2026, an estimated $125K.
  • Caterpillar made up 3.51% of Ipswich Investment Management's portfolio in Q2 2026, its #4 holding.
  • Ipswich Investment Management first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
  • 1,072 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.