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 Q3	$306K	Sell	378 -2	-0.5%	-$1.7K	0.13%	97
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

IRON Financial's CAT Position: Q3 2026 in Review

IRON Financial reduced its Caterpillar (CAT) stake by 0.53% in Q3 2026, selling an estimated $1.7K and leaving 378 shares worth $306K. The position accounts for 0.13% of the portfolio, ranked #97.

IRON Financial first reported a position in CAT in Q4 2013 and has held it in 6 quarters since. The position peaked at $405K in Q2 2026. 2,200 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

IRON Financial held 378 shares of Caterpillar worth $306K as of Q3 2026.
IRON Financial sold 2 Caterpillar shares in Q3 2026, an estimated $1.7K.
Caterpillar made up 0.13% of IRON Financial's portfolio in Q3 2026, its #97 holding.
IRON Financial first reported a position in Caterpillar in Q4 2013 and has held it in 6 quarters since.
IRON Financial's Caterpillar position peaked at $405K in Q2 2026.
2,200 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on IRON Financial's 13F filing for Q3 2026, filed 23 Oct 2026.