Independent Wealth Network Inc. / CAT
Independent Wealth Network Inc.’s Caterpillar Inc Position
Does Independent Wealth Network Inc. own Caterpillar Inc (CAT)? Yes — 26.1K shares worth $19M (+5.50% of its 13F portfolio) as of Q1 2026, up from 26.1K shares the prior filed quarter.
Position Value
$19M
Q1 2026
Shares
26.1K
% of Portfolio
+5.50%
Quarters Held
19
currently held
Position History CAT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 26.1K | $19M | +5.50% |
| Q4 2025 | 26.1K | $15M | +4.57% |
| Q3 2025 | 26.5K | $13M | +4.07% |
| Q2 2025 | 26.5K | $10M | +3.74% |
| Q1 2025 | 26.5K | $9M | +3.49% |
| Q4 2024 | 26.6K | $10M | +3.92% |
| Q3 2024 | 26.6K | $10M | +4.60% |
| Q2 2024 | 26.7K | $9M | +4.14% |
| Q1 2024 | 26.7K | $10M | +4.58% |
| Q4 2023 | 26.5K | $8M | +4.12% |
| Q3 2023 | 26.4K | $7M | +4.42% |
| Q2 2023 | 26.5K | $7M | +3.91% |
| Q1 2023 | 26.4K | $6M | +3.87% |
| Q4 2022 | 26.4K | $6M | +4.33% |
| Q3 2022 | 26.5K | $4M | +3.39% |
| Q2 2022 | 26.3K | $5M | +3.39% |
| Q1 2022 | 26.3K | $6M | +3.73% |
| Q4 2021 | 26.2K | $5M | +3.34% |
| Q3 2021 | 26.1K | $5M | +3.47% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Independent Wealth Network Inc.’s full portfolio or all institutional holders of CAT.