IVC Wealth Advisors
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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
Q3 		$2.69M Sell
3,319
-483
-13% -$410K 1.08% 19
2026
Q2 		$4.05M Sell
3,802
-60
-2% -$52.7K 1.58% 14
2026
Q1 		$2.74M Sell
3,862
-144
-4% -$100K 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

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IVC Wealth Advisors's CAT Position: Q3 2026 in Review

IVC Wealth Advisors reduced its Caterpillar (CAT) stake by 13% in Q3 2026, selling an estimated $410K and leaving 3,319 shares worth $2.69M. The position accounts for 1.08% of the portfolio, ranked #19.

IVC Wealth Advisors first reported a position in CAT in Q4 2020 and has held it in 24 quarters since. The position peaked at $4.05M in Q2 2026. 1,272 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • IVC Wealth Advisors held 3,319 shares of Caterpillar worth $2.69M as of Q3 2026.
  • IVC Wealth Advisors sold 483 Caterpillar shares in Q3 2026, an estimated $410K.
  • Caterpillar made up 1.08% of IVC Wealth Advisors's portfolio in Q3 2026, its #19 holding.
  • IVC Wealth Advisors first reported a position in Caterpillar in Q4 2020 and has held it in 24 quarters since.
  • IVC Wealth Advisors's Caterpillar position peaked at $4.05M in Q2 2026.
  • 1,272 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on IVC Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.