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
Q2 		$41.6M Sell
39,037
-14,828
-28% -$13M 0.38% 39
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

INTECH Investment Management's CAT Position: Q2 2026 in Review

INTECH Investment Management reduced its Caterpillar (CAT) stake by 28% in Q2 2026, selling an estimated $13M and leaving 39,037 shares worth $41.6M. The position accounts for 0.38% of the portfolio, ranked #39.

INTECH Investment Management first reported a position in CAT in Q2 2022 and has held it in 17 quarters since. The position peaked at $83.8M in Q4 2024. 4,052 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • INTECH Investment Management held 39,037 shares of Caterpillar worth $41.6M as of Q2 2026.
  • INTECH Investment Management sold 14,828 Caterpillar shares in Q2 2026, an estimated $13M.
  • Caterpillar made up 0.38% of INTECH Investment Management's portfolio in Q2 2026, its #39 holding.
  • INTECH Investment Management first reported a position in Caterpillar in Q2 2022 and has held it in 17 quarters since.
  • INTECH Investment Management's Caterpillar position peaked at $83.8M in Q4 2024.
  • 4,052 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.