IIA
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Integral Investment Advisors’s Caterpillar CAT Stock Holding History

Integral Investment Advisors’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 		$634K Buy
595
+8
+1% +$7.03K 0.14% 98
2026
Q1 		$416K Hold
587
– – 0.1% 117
2025
Q4 		$336K Buy
587
+58
+11% +$32.2K 0.08% 137
2025
Q3 		$252K Buy
+529
New +$226K 0.07% 144
2025
Q1 		– Sell
-595
Closed -$216K – 156
2024
Q4 		$216K Sell
595
-74
-11% -$28.7K 0.07% 149
2024
Q3 		$262K Sell
669
-11
-2% -$3.8K 0.09% 139
2024
Q2 		$223K Buy
680
+4
+0.6% +$1.39K 0.08% 140
2024
Q1 		$247K Buy
+676
New +$216K 0.1% 131

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

Integral Investment Advisors's CAT Position: Q2 2026 in Review

Integral Investment Advisors increased its Caterpillar (CAT) stake by 1.4% in Q2 2026, buying an estimated $7.03K and bringing the position to 595 shares worth $634K. The position accounts for 0.14% of the portfolio, ranked #98.

Integral Investment Advisors first reported a position in CAT in Q1 2024 and has held it in 8 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Integral Investment Advisors held 595 shares of Caterpillar worth $634K as of Q2 2026.
  • Integral Investment Advisors bought 8 Caterpillar shares in Q2 2026, an estimated $7.03K.
  • Caterpillar made up 0.14% of Integral Investment Advisors's portfolio in Q2 2026, its #98 holding.
  • Integral Investment Advisors first reported a position in Caterpillar in Q1 2024 and has held it in 8 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Integral Investment Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.