SEC 13F Intelligence

Investor's Fiduciary Advisor Network, LLC / CAT

Investor's Fiduciary Advisor Network, LLC’s Caterpillar Inc Position

Does Investor's Fiduciary Advisor Network, LLC own Caterpillar Inc (CAT)? Yes — 9.5K shares worth $7M (+2.07% of its 13F portfolio) as of Q1 2026, down from 9.7K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
9.5K
% of Portfolio
+2.07%
Quarters Held
5
currently held

Position History CAT

Reported value by quarter
Q4 ’24: $4MQ4 ’24Q2 ’25: $4MQ2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $6MQ4 ’25Q1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20269.5K$7M+2.07%
Q4 20259.7K$6M+1.20%
Q3 202510.2K$5M+1.64%
Q2 202510.2K$4M+1.47%
Q4 202410.2K$4M+1.42%

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