SEC 13F Intelligence

Ia Global Asset Management Inc. / CAT

Ia Global Asset Management Inc.’s Caterpillar Inc Position

Does Ia Global Asset Management Inc. own Caterpillar Inc (CAT)? Yes — 34.8K shares worth $25M (+0.35% of its 13F portfolio) as of Q1 2026, down from 42.2K shares the prior filed quarter.

Position Value
$25M
Q1 2026
Shares
34.8K
% of Portfolio
+0.35%
Quarters Held
12
currently held

Position History CAT

Reported value by quarter
Q2 ’23: $4MQ2 ’23Q3 ’23: $5MQ4 ’23: $5MQ4 ’23Q1 ’24: $6MQ2 ’24: $7MQ2 ’24Q3 ’24: $7MQ4 ’24: $7MQ4 ’24Q1 ’25: $5MQ2 ’25: $52,000Q2 ’25Q3 ’25: $13MQ4 ’25: $24MQ4 ’25Q1 ’26: $25Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202634.8K$25M+0.35%
Q4 202542.2K$24M+0.31%
Q3 202526.7K$13M+0.17%
Q2 2025135$52,0000.00%
Q1 202515.5K$5M+0.09%
Q4 202418.8K$7M+0.12%
Q3 202417.9K$7M+0.12%
Q2 202420.9K$7M+0.13%
Q1 202415.6K$6M+0.12%
Q4 202318.5K$5M+0.13%
Q3 202317.9K$5M+0.13%
Q2 202317.8K$4M+0.12%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ia Global Asset Management Inc.’s full portfolio or all institutional holders of CAT.