IronBridge Private Wealth’s Caterpillar CAT Stock Holding History

IronBridge Private Wealth’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	$4.6M	Sell	4,318 -147	-3%	-$129K	1.51%	19
2026 Q1	$3.16M	Sell	4,465 -2,863	-39%	-$1.98M	1.02%	25
2025 Q4	$3.87M	Hold	7,328	–	–	1.22%	21
2025 Q3	$3.5M	Sell	7,328 -5,588	-43%	-$2.39M	1.1%	24
2025 Q2	$5.01M	Buy	12,916 +251	+2%	+$83.7K	1.75%	16
2025 Q1	$4.18M	Sell	12,665 -437	-3%	-$156K	1.65%	22
2024 Q4	$4.75M	Sell	13,102 -626	-5%	-$243K	1.74%	16
2024 Q3	$5.37M	Buy	13,728 +73	+0.5%	+$25.2K	2.01%	16
2024 Q2	$4.55M	Sell	13,655 -205	-1%	-$71.1K	1.7%	21
2024 Q1	$5.08M	Sell	13,860 -392	-3%	-$125K	2.11%	17
2023 Q4	$4.21M	Sell	14,252 -189	-1%	-$49K	2.05%	21
2023 Q3	$3.94M	Buy	14,441 +955	+7%	+$259K	2.14%	15
2023 Q2	$3.32M	Buy	+13,486	New	+$3.01M	1.87%	20
2022 Q1	–	Sell	-163	Closed	-$34K	–	72
2021 Q4	$34K	Hold	163	–	–	0.02%	91
2021 Q3	$31K	Hold	163	–	–	0.02%	72
2021 Q2	$35K	Hold	163	–	–	0.02%	74
2021 Q1	$38K	Hold	163	–	–	0.02%	68
2020 Q4	$30K	Buy	+163	New	+$27.6K	0.02%	74

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

IronBridge Private Wealth's CAT Position: Q2 2026 in Review

IronBridge Private Wealth reduced its Caterpillar (CAT) stake by 3.3% in Q2 2026, selling an estimated $129K and leaving 4,318 shares worth $4.6M. The position accounts for 1.51% of the portfolio, ranked #19.

IronBridge Private Wealth first reported a position in CAT in Q4 2020 and has held it in 18 quarters since. The position peaked at $5.37M in Q3 2024. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

IronBridge Private Wealth held 4,318 shares of Caterpillar worth $4.6M as of Q2 2026.
IronBridge Private Wealth sold 147 Caterpillar shares in Q2 2026, an estimated $129K.
Caterpillar made up 1.51% of IronBridge Private Wealth's portfolio in Q2 2026, its #19 holding.
IronBridge Private Wealth first reported a position in Caterpillar in Q4 2020 and has held it in 18 quarters since.
IronBridge Private Wealth's Caterpillar position peaked at $5.37M in Q3 2024.
4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on IronBridge Private Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.