Iron Gate Global Advisors’s Caterpillar CAT Stock Holding History

Iron Gate Global Advisors’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	$3.64M	Buy	5,145 +671	+15%	+$465K	0.39%	25
2025 Q4	$2.56M	Sell	4,474 -14	-0.3%	-$7.78K	0.26%	26
2025 Q3	$2.14M	Sell	4,488 -1,406	-24%	-$600K	0.22%	31
2025 Q2	$2.29M	Buy	5,894 +1,406	+31%	+$469K	0.26%	27
2025 Q1	$1.48M	Buy	4,488 +150	+3%	+$53.4K	0.2%	32
2024 Q4	$1.58M	Buy	4,338 +1,000	+30%	+$388K	0.22%	35
2024 Q3	$1.31M	Sell	3,338 -1,000	-23%	-$345K	0.2%	35
2024 Q2	$1.44M	Sell	4,338 -12	-0.3%	-$4.16K	0.24%	34
2024 Q1	$1.59M	Buy	4,350 +4	+0.1%	+$1.28K	0.28%	33
2023 Q4	$1.28M	Buy	4,346 +135	+3%	+$35K	0.25%	35
2023 Q3	$1.16M	Buy	4,211 +3	+0.1%	+$814	0.26%	34
2023 Q2	$1.04M	Sell	4,208 -250	-6%	-$55.7K	0.22%	36
2023 Q1	$1.02M	Hold	4,458	–	–	0.25%	37
2022 Q4	$1.08M	Buy	4,458 +264	+6%	+$57.5K	0.3%	34
2022 Q3	$713K	Buy	4,194 +1	+0%	+$183	0.2%	41
2022 Q2	$749K	Sell	4,193 -1	-0%	-$211	0.21%	44
2022 Q1	$929K	Sell	4,194 -19	-0.5%	-$3.98K	0.21%	39
2021 Q4	$921K	Sell	4,213 -38,000	-90%	-$7.65M	0.22%	42
2021 Q3	$809K	Buy	42,213 +38,019	+907%	+$7.92M	0.22%	44
2021 Q2	$912K	Hold	4,194	–	–	0.26%	39
2021 Q1	$972K	Hold	4,194	–	–	0.31%	35
2020 Q4	$763K	Buy	4,194 +1	+0%	+$170	0.28%	36
2020 Q3	$623K	Buy	4,193 +491	+13%	+$69K	0.26%	43
2020 Q2	$529K	Sell	3,702 -486	-12%	-$57.6K	0.26%	46
2020 Q1	$482K	Sell	4,188 -814	-16%	-$104K	0.33%	36
2019 Q4	$738K	Buy	5,002 +2	+0%	+$279	0.42%	30
2019 Q3	$632K	Buy	5,000 +3,000	+150%	+$381K	0.38%	35
2019 Q2	$232K	Sell	2,000 -2,995	-60%	-$396K	0.15%	57
2019 Q1	$673K	Buy	4,995 +2	+0%	+$266	0.27%	33
2018 Q4	$634K	Buy	4,993 +2	+0%	+$260	0.47%	29
2018 Q3	$761K	Sell	4,991 -103	-2%	-$14.6K	0.5%	27
2018 Q2	$691K	Buy	5,094 +2	+0%	+$299	0.51%	25
2018 Q1	$750K	Buy	5,092 +11	+0.2%	+$1.74K	0.57%	26
2017 Q4	$800K	Hold	5,081	–	–	0.68%	26
2017 Q3	$634K	Buy	5,081 +2,969	+141%	+$342K	0.59%	28
2017 Q2	$227K	Buy	+2,112	New	+$215K	0.25%	38

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Iron Gate Global Advisors's CAT Position: Q1 2026 in Review

Iron Gate Global Advisors increased its Caterpillar (CAT) stake by 15% in Q1 2026, buying an estimated $465K and bringing the position to 5,145 shares worth $3.64M. The position accounts for 0.39% of the portfolio, ranked #25.

Iron Gate Global Advisors first reported a position in CAT in Q2 2017 and has held it in 36 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Iron Gate Global Advisors held 5,145 shares of Caterpillar worth $3.64M as of Q1 2026.
Iron Gate Global Advisors bought 671 Caterpillar shares in Q1 2026, an estimated $465K.
Caterpillar made up 0.39% of Iron Gate Global Advisors's portfolio in Q1 2026, its #25 holding.
Iron Gate Global Advisors first reported a position in Caterpillar in Q2 2017 and has held it in 36 quarters since.
3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Iron Gate Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.