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Ironwood Investment Counsel’s Caterpillar CAT Stock Holding History

Ironwood Investment Counsel’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 		$2.1M Sell
2,965
-21
-0.7% -$14.5K 0.3% 82
2025
Q4 		$1.71M Sell
2,986
-50
-2% -$27.8K 0.24% 87
2025
Q3 		$1.45M Sell
3,036
-136
-4% -$58.1K 0.21% 102
2025
Q2 		$1.23M Buy
3,172
+152
+5% +$50.7K 0.19% 109
2025
Q1 		$996K Buy
3,020
+96
+3% +$34.2K 0.17% 113
2024
Q4 		$1.06M Buy
2,924
+44
+2% +$17.1K 0.18% 114
2024
Q3 		$1.13M Buy
2,880
+5
+0.2% +$1.73K 0.19% 112
2024
Q2 		$958K Buy
2,875
+7
+0.2% +$2.43K 0.17% 117
2024
Q1 		$1.05M Buy
2,868
+1
+0% +$320 0.18% 111
2023
Q4 		$848K Sell
2,867
-25
-0.9% -$6.49K 0.16% 123
2023
Q3 		$790K Buy
2,892
+2
+0.1% +$543 0.17% 122
2023
Q2 		$711K Buy
2,890
+7
+0.2% +$1.56K 0.16% 111
2023
Q1 		$660K Sell
2,883
-81
-3% -$19.6K 0.16% 115
2022
Q4 		$710K Sell
2,964
-391
-12% -$85.1K 0.17% 110
2022
Q3 		$550K Buy
3,355
+48
+1% +$8.77K 0.16% 112
2022
Q2 		$591K Buy
3,307
+43
+1% +$9.06K 0.17% 110
2022
Q1 		$727K Sell
3,264
-6
-0.2% -$1.26K 0.18% 101
2021
Q4 		$676K Sell
3,270
-58
-2% -$11.7K 0.15% 112
2021
Q3 		$639K Buy
3,328
+5
+0.2% +$1.04K 0.16% 102
2021
Q2 		$723K Buy
3,323
+346
+12% +$79.9K 0.19% 98
2021
Q1 		$690K Sell
2,977
-34
-1% -$7.04K 0.2% 98
2020
Q4 		$548K Buy
3,011
+68
+2% +$11.5K 0.12% 128
2020
Q3 		$438K Buy
2,943
+41
+1% +$5.76K 0.12% 124
2020
Q2 		$367K Sell
2,902
-151
-5% -$17.9K 0.11% 132
2020
Q1 		$354K Buy
3,053
+43
+1% +$5.49K 0.14% 113
2019
Q4 		$444K Buy
3,010
+48
+2% +$6.7K 0.15% 104
2019
Q3 		$374K Buy
2,962
+25
+0.9% +$3.18K 0.14% 103
2019
Q2 		$400K Buy
2,937
+8
+0.3% +$1.06K 0.15% 99
2019
Q1 		$396K Buy
2,929
+129
+5% +$17.1K 0.16% 104
2018
Q4 		$355K Buy
2,800
+8
+0.3% +$1.04K 0.16% 106
2018
Q3 		$425K Sell
2,792
-212
-7% -$30K 0.16% 103
2018
Q2 		$407K Buy
3,004
+6
+0.2% +$897 0.18% 95
2018
Q1 		$441K Sell
2,998
-245
-8% -$38.7K 0.2% 91
2017
Q4 		$511K Buy
3,243
+6
+0.2% +$832 0.19% 90
2017
Q3 		$404K Sell
3,237
-188
-5% -$21.7K 0.16% 100
2017
Q2 		$368K Buy
3,425
+10
+0.3% +$1.02K 0.14% 117
2017
Q1 		$316K Buy
3,415
+159
+5% +$15.1K 0.13% 122
2016
Q4 		$302K Sell
3,256
-109
-3% -$9.88K 0.13% 121
2016
Q3 		$299K Buy
3,365
+228
+7% +$18.7K 0.14% 121
2016
Q2 		$238K Buy
+3,137
New +$235K 0.14% 114
2016
Q1 		– Sell
-5,590
Closed -$265K – 138
2015
Q4 		$265K Hold
5,590
– – 0.15% 112
2015
Q3 		$267K Buy
5,590
+2,453
+78% +$188K 0.14% 111
2015
Q2 		$266K Buy
3,137
+11
+0.4% +$946 0.14% 122
2015
Q1 		$250K Buy
3,126
+7
+0.2% +$582 0.13% 129
2014
Q4 		$285K Sell
3,119
-113
-3% -$11K 0.14% 117
2014
Q3 		$320K Sell
3,232
-137
-4% -$14.5K 0.17% 105
2014
Q2 		$366K Buy
3,369
+9
+0.3% +$945 0.19% 101
2014
Q1 		$334K Sell
3,360
-149
-4% -$14.1K 0.18% 101
2013
Q4 		$319K Buy
3,509
+12
+0.3% +$1.02K 0.18% 102
2013
Q3 		$292K Sell
3,497
-238
-6% -$20.1K 0.19% 91
2013
Q2 		$308K Buy
+3,735
New +$318K 0.2% 85

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

Ironwood Investment Counsel's CAT Position: Q1 2026 in Review

Ironwood Investment Counsel reduced its Caterpillar (CAT) stake by 0.7% in Q1 2026, selling an estimated $14.5K and leaving 2,965 shares worth $2.1M. The position accounts for 0.3% of the portfolio, ranked #82.

Ironwood Investment Counsel first reported a position in CAT in Q2 2013 and has held it in 51 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Ironwood Investment Counsel held 2,965 shares of Caterpillar worth $2.1M as of Q1 2026.
  • Ironwood Investment Counsel sold 21 Caterpillar shares in Q1 2026, an estimated $14.5K.
  • Caterpillar made up 0.3% of Ironwood Investment Counsel's portfolio in Q1 2026, its #82 holding.
  • Ironwood Investment Counsel first reported a position in Caterpillar in Q2 2013 and has held it in 51 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Ironwood Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.