IIM
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INTECH Investment Management’s Caterpillar CAT Stock Holding History

INTECH Investment Management’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
Q1 		$38.2M Buy
53,865
+27,556
+105% +$19.1M 0.38% 36
2025
Q4 		$15.1M Sell
26,309
-6,308
-19% -$3.51M 0.13% 124
2025
Q3 		$15.6M Sell
32,617
-74,687
-70% -$31.9M 0.14% 113
2025
Q2 		$41.7M Sell
107,304
-51,385
-32% -$17.1M 0.39% 37
2025
Q1 		$52.3M Sell
158,689
-72,453
-31% -$25.8M 0.54% 26
2024
Q4 		$83.8M Buy
231,142
+55,564
+32% +$21.5M 0.81% 17
2024
Q3 		$68.7M Buy
175,578
+65,134
+59% +$22.5M 0.77% 16
2024
Q2 		$36.8M Sell
110,444
-51,679
-32% -$17.9M 0.46% 32
2024
Q1 		$59.4M Buy
162,123
+107,170
+195% +$34.3M 0.84% 18
2023
Q4 		$16.2M Sell
54,953
-24,078
-30% -$6.25M 0.24% 98
2023
Q3 		$21.6M Buy
79,031
+56,939
+258% +$15.4M 0.32% 73
2023
Q2 		$5.44M Sell
22,092
-102,747
-82% -$22.9M 0.06% 267
2023
Q1 		$28.6M Buy
124,839
+26,920
+27% +$6.51M 0.23% 115
2022
Q4 		$23.5M Sell
97,919
-50,456
-34% -$11M 0.18% 160
2022
Q3 		$24.3M Sell
148,375
-52,777
-26% -$9.64M 0.18% 143
2022
Q2 		$36M Buy
+201,152
New +$42.4M 0.21% 134

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

INTECH Investment Management's CAT Position: Q1 2026 in Review

INTECH Investment Management increased its Caterpillar (CAT) stake by 105% in Q1 2026, buying an estimated $19.1M and bringing the position to 53,865 shares worth $38.2M. The position accounts for 0.38% of the portfolio, ranked #36.

INTECH Investment Management first reported a position in CAT in Q2 2022 and has held it in 16 quarters since. The position peaked at $83.8M in Q4 2024. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • INTECH Investment Management held 53,865 shares of Caterpillar worth $38.2M as of Q1 2026.
  • INTECH Investment Management bought 27,556 Caterpillar shares in Q1 2026, an estimated $19.1M.
  • Caterpillar made up 0.38% of INTECH Investment Management's portfolio in Q1 2026, its #36 holding.
  • INTECH Investment Management first reported a position in Caterpillar in Q2 2022 and has held it in 16 quarters since.
  • INTECH Investment Management's Caterpillar position peaked at $83.8M in Q4 2024.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on INTECH Investment Management's 13F filing for Q1 2026, filed 8 May 2026.