IGGA
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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
2023
Q1 		– Sell
-100
Closed -$1.41K – 90
2022
Q4 		$1.41K Buy
+100
New +$21.8K ﹤0.01% 92

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
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.