SEC 13F Intelligence

Independent Advisor Alliance / CAT

Independent Advisor Alliance’s Caterpillar Inc Position

Does Independent Advisor Alliance own Caterpillar Inc (CAT)? Yes — 32.1K shares worth $23M (+0.24% of its 13F portfolio) as of Q1 2026, down from 49.6K shares the prior filed quarter.

Position Value
$23M
Q1 2026
Shares
32.1K
% of Portfolio
+0.24%
Quarters Held
30
currently held

Position History CAT

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ3 ’19: $2MQ4 ’19: $3MQ4 ’19Q1 ’20: $3MQ2 ’20: $3MQ3 ’20: $9MQ4 ’20: $11MQ4 ’20Q1 ’21: $17MQ2 ’21: $15MQ3 ’21: $12MQ4 ’21: $14MQ4 ’21Q1 ’22: $15MQ2 ’22: $12MQ3 ’22: $11MQ4 ’22: $356,204Q4 ’22Q1 ’23: $14MQ2 ’23: $15MQ3 ’23: $16MQ4 ’23: $17MQ4 ’23Q1 ’24: $19MQ2 ’24: $17MQ3 ’24: $19MQ4 ’24: $18MQ4 ’24Q1 ’25: $15MQ2 ’25: $17MQ3 ’25: $22MQ4 ’25: $28MQ4 ’25Q1 ’26: $23Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202632.1K$23M+0.24%
Q4 202549.6K$28M+0.69%
Q3 202546.7K$22M+0.58%
Q2 202544.6K$17M+0.50%
Q1 202546.0K$15M+0.50%
Q4 202449.6K$18M+0.24%
Q3 202448.4K$19M+0.69%
Q2 202450.0K$17M+0.57%
Q1 202452.0K$19M+0.69%
Q4 202357.2K$17M+0.61%
Q3 202358.4K$16M+0.72%
Q2 202359.2K$15M+0.64%
Q1 202360.7K$14M+0.67%
Q4 202265.1K$356,204+0.12%
Q3 202265.3K$11M+0.62%
Q2 202264.4K$12M+0.64%
Q1 202266.1K$15M+0.71%
Q4 202166.2K$14M+0.68%
Q3 202163.4K$12M+0.68%
Q2 202170.1K$15M+0.84%
Q1 202171.5K$17M+0.98%
Q4 202060.3K$11M+0.75%
Q3 202058.1K$9M+0.66%
Q2 202021.3K$3M+0.29%
Q1 202027.1K$3M+0.46%
Q4 201919.1K$3M+0.12%
Q3 201915.9K$2M+0.25%
Q2 201916.0K$2M+0.32%
Q1 201916.3K$2M+0.31%
Q4 201816.6K$2M+0.37%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Independent Advisor Alliance’s full portfolio or all institutional holders of CAT.