IRON Financial’s Caterpillar CAT Stock Holding History

IRON Financial’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	$405K	Buy	380 +2	+0.5%	+$1.76K	0.17%	82
2026 Q1	$268K	Buy	+378	New	+$262K	0.12%	109
2018 Q1	–	Sell	-1,581	Closed	-$249K	–	90
2017 Q4	$249K	Sell	1,581 -30	-2%	-$4.16K	0.17%	68
2017 Q3	$201K	Buy	+1,611	New	+$186K	0.15%	68
2014 Q1	–	Sell	-2,636	Closed	-$239K	–	78
2013 Q4	$239K	Buy	+2,636	New	+$225K	0.24%	32

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IRON Financial's CAT Position: Q2 2026 in Review

IRON Financial increased its Caterpillar (CAT) stake by 0.53% in Q2 2026, buying an estimated $1.76K and bringing the position to 380 shares worth $405K. The position accounts for 0.17% of the portfolio, ranked #82.

IRON Financial first reported a position in CAT in Q4 2013 and has held it in 5 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

IRON Financial held 380 shares of Caterpillar worth $405K as of Q2 2026.
IRON Financial bought 2 Caterpillar shares in Q2 2026, an estimated $1.76K.
Caterpillar made up 0.17% of IRON Financial's portfolio in Q2 2026, its #82 holding.
IRON Financial first reported a position in Caterpillar in Q4 2013 and has held it in 5 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.