IWA
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IVC Wealth Advisors’s Caterpillar CAT Stock Holding History

IVC Wealth 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
2026
Q2 		$4.05M Sell
3,802
-60
-2% -$52.7K 1.58% 14
2026
Q1 		$2.74M Sell
3,862
-144
-4% -$99.7K 1.19% 17
2025
Q4 		$2.29M Buy
4,006
+14
+0.4% +$7.78K 1% 19
2025
Q3 		$1.9M Sell
3,992
-14
-0.3% -$5.98K 0.85% 22
2025
Q2 		$1.56M Sell
4,006
-247
-6% -$82.3K 0.76% 26
2025
Q1 		$1.4M Buy
4,253
+268
+7% +$95.5K 0.75% 30
2024
Q4 		$1.45M Sell
3,985
-381
-9% -$148K 0.81% 27
2024
Q3 		$1.71M Buy
4,366
+6
+0.1% +$2.07K 0.93% 24
2024
Q2 		$1.45M Buy
4,360
+229
+6% +$79.4K 0.81% 29
2024
Q1 		$1.51M Buy
4,131
+127
+3% +$40.6K 0.87% 27
2023
Q4 		$1.18M Buy
4,004
+49
+1% +$12.7K 0.74% 30
2023
Q3 		$1.08M Buy
3,955
+16
+0.4% +$4.34K 0.72% 33
2023
Q2 		$969K Sell
3,939
-52
-1% -$11.6K 0.61% 42
2023
Q1 		$913K Sell
3,991
-165
-4% -$39.9K 0.65% 42
2022
Q4 		$996K Buy
4,156
+17
+0.4% +$3.7K 0.73% 38
2022
Q3 		$679K Buy
4,139
+72
+2% +$13.2K 0.55% 50
2022
Q2 		$727K Sell
4,067
-23
-0.6% -$4.85K 0.56% 49
2022
Q1 		$911K Buy
4,090
+95
+2% +$19.9K 0.6% 44
2021
Q4 		$826K Sell
3,995
-115
-3% -$23.2K 0.53% 50
2021
Q3 		$789K Buy
4,110
+176
+4% +$36.7K 0.54% 53
2021
Q2 		$856K Buy
3,934
+51
+1% +$11.8K 0.6% 46
2021
Q1 		$900K Buy
3,883
+66
+2% +$13.7K 0.71% 37
2020
Q4 		$695K Buy
+3,817
New +$647K 0.66% 43

Other funds holding CAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

IVC Wealth Advisors's CAT Position: Q2 2026 in Review

IVC Wealth Advisors reduced its Caterpillar (CAT) stake by 1.6% in Q2 2026, selling an estimated $52.7K and leaving 3,802 shares worth $4.05M. The position accounts for 1.58% of the portfolio, ranked #14.

IVC Wealth Advisors first reported a position in CAT in Q4 2020 and has held it in 23 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • IVC Wealth Advisors held 3,802 shares of Caterpillar worth $4.05M as of Q2 2026.
  • IVC Wealth Advisors sold 60 Caterpillar shares in Q2 2026, an estimated $52.7K.
  • Caterpillar made up 1.58% of IVC Wealth Advisors's portfolio in Q2 2026, its #14 holding.
  • IVC Wealth Advisors first reported a position in Caterpillar in Q4 2020 and has held it in 23 quarters since.
  • 736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.