Iron Gate Global Advisors’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-100
Closed -$1.41K 90
2022
Q4
$1.41K Buy
+100
New +$21.8K ﹤0.01% 92

Other funds holding CAT

Iron Gate Global Advisors's CAT Position: Q2 2026 in Review

Iron Gate Global Advisors reduced its Caterpillar (CAT) stake by 0.04% in Q2 2026, selling an estimated $1.76K and leaving 5,143 shares worth $5.48M. The position accounts for 0.53% of the portfolio, ranked #24.

Iron Gate Global Advisors first reported a position in CAT in Q2 2017 and has held it in 37 quarters since. 4,053 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Iron Gate Global Advisors held 5,143 shares of Caterpillar worth $5.48M as of Q2 2026.
  • Iron Gate Global Advisors sold 2 Caterpillar shares in Q2 2026, an estimated $1.76K.
  • Caterpillar made up 0.53% of Iron Gate Global Advisors's portfolio in Q2 2026, its #24 holding.
  • Iron Gate Global Advisors first reported a position in Caterpillar in Q2 2017 and has held it in 37 quarters since.
  • 4,053 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Iron Gate Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.