Ironwood Investment Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $319K | Sell |
450
-250
| -36% | -$173K | 0.13% | 136 |
|
|
2025
Q4 | $401K | Sell |
700
-700
| -50% | -$389K | 0.17% | 127 |
|
|
2025
Q3 | $668K | Hold |
1,400
| – | – | 0.29% | 100 |
|
|
2025
Q2 | $543K | Hold |
1,400
| – | – | 0.26% | 103 |
|
|
2025
Q1 | $462K | Hold |
1,400
| – | – | 0.25% | 101 |
|
|
2024
Q4 | $508K | Hold |
1,400
| – | – | 0.25% | 98 |
|
|
2024
Q3 | $548K | Hold |
1,400
| – | – | 0.27% | 99 |
|
|
2024
Q2 | $466K | Hold |
1,400
| – | – | 0.25% | 104 |
|
|
2024
Q1 | $513K | Hold |
1,400
| – | – | 0.25% | 99 |
|
|
2023
Q4 | $414K | Hold |
1,400
| – | – | 0.22% | 107 |
|
|
2023
Q3 | $382K | Hold |
1,400
| – | – | 0.23% | 102 |
|
|
2023
Q2 | $344K | Hold |
1,400
| – | – | 0.2% | 116 |
|
|
2023
Q1 | $320K | Hold |
1,400
| – | – | 0.2% | 119 |
|
|
2022
Q4 | $335K | Sell |
1,400
-195
| -12% | -$42.5K | 0.22% | 116 |
|
|
2022
Q3 | $262K | Hold |
1,595
| – | – | 0.18% | 132 |
|
|
2022
Q2 | $285K | Sell |
1,595
-400
| -20% | -$84.3K | 0.19% | 126 |
|
|
2022
Q1 | $445K | Hold |
1,995
| – | – | 0.24% | 121 |
|
|
2021
Q4 | $412K | Hold |
1,995
| – | – | 0.2% | 130 |
|
|
2021
Q3 | $383K | Sell |
1,995
-105
| -5% | -$21.9K | 0.2% | 128 |
|
|
2021
Q2 | $457K | Hold |
2,100
| – | – | 0.23% | 125 |
|
|
2021
Q1 | $487K | Hold |
2,100
| – | – | 0.26% | 120 |
|
|
2020
Q4 | $382K | Hold |
2,100
| – | – | 0.22% | 126 |
|
|
2020
Q3 | $313K | Hold |
2,100
| – | – | 0.22% | 122 |
|
|
2020
Q2 | $266K | Hold |
2,100
| – | – | 0.21% | 125 |
|
|
2020
Q1 | $244K | Hold |
2,100
| – | – | 0.24% | 124 |
|
|
2019
Q4 | $310K | Hold |
2,100
| – | – | 0.21% | 123 |
|
|
2019
Q3 | $265K | Hold |
2,100
| – | – | 0.2% | 126 |
|
|
2019
Q2 | $286K | Hold |
2,100
| – | – | 0.22% | 125 |
|
|
2019
Q1 | $285K | Hold |
2,100
| – | – | 0.23% | 130 |
|
|
2018
Q4 | $267K | Hold |
2,100
| – | – | 0.25% | 129 |
|
|
2018
Q3 | $320K | Hold |
2,100
| – | – | 0.22% | 134 |
|
|
2018
Q2 | $285K | Hold |
2,100
| – | – | 0.2% | 136 |
|
|
2018
Q1 | $309K | Hold |
2,100
| – | – | 0.23% | 132 |
|
|
2017
Q4 | $331K | Hold |
2,100
| – | – | 0.24% | 134 |
|
|
2017
Q3 | $262K | Hold |
2,100
| – | – | 0.18% | 141 |
|
|
2017
Q2 | $226K | Sell |
2,100
-202
| -9% | -$20.5K | 0.16% | 153 |
|
|
2017
Q1 | $214K | Hold |
2,302
| – | – | 0.16% | 156 |
|
|
2016
Q4 | $213K | Hold |
2,302
| – | – | 0.16% | 158 |
|
|
2016
Q3 | $204K | Buy |
+2,302
| New | +$188K | 0.16% | 154 |
|
Other funds holding CAT
VCM
VPM
Ironwood Investment Management's CAT Position: Q1 2026 in Review
Ironwood Investment Management reduced its Caterpillar (CAT) stake by 36% in Q1 2026, selling an estimated $173K and leaving 450 shares worth $319K. The position accounts for 0.13% of the portfolio, ranked #136.
Ironwood Investment Management first reported a position in CAT in Q3 2016 and has held it in 39 quarters since. The position peaked at $668K in Q3 2025. 3,736 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Ironwood Investment Management held 450 shares of Caterpillar worth $319K as of Q1 2026.
- Ironwood Investment Management sold 250 Caterpillar shares in Q1 2026, an estimated $173K.
- Caterpillar made up 0.13% of Ironwood Investment Management's portfolio in Q1 2026, its #136 holding.
- Ironwood Investment Management first reported a position in Caterpillar in Q3 2016 and has held it in 39 quarters since.
- Ironwood Investment Management's Caterpillar position peaked at $668K in Q3 2025.
- 3,736 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Ironwood Investment Management's 13F filing for Q1 2026, filed 15 May 2026.