Integras Partners’s Caterpillar CAT Stock Holding History

Integras Partners’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
2025 Q2	–	Sell	-700	Closed	-$231K	–	54
2025 Q1	$231K	Hold	700	–	–	0.21%	57
2024 Q4	$254K	Buy	+700	New	+$271K	0.22%	58

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Integras Partners's CAT Position: Q2 2025 in Review

Integras Partners sold out of Caterpillar (CAT) in Q2 2025, closing a stake of 700 shares — an estimated $231K sold.

Integras Partners first reported a position in CAT in Q4 2024 and held it in 2 quarters. The position peaked at $254K in Q4 2024. 3,014 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

Integras Partners reported no remaining Caterpillar position as of Q2 2025 after selling out during the quarter.
Integras Partners sold 700 Caterpillar shares in Q2 2025, an estimated $231K.
Integras Partners first reported a position in Caterpillar in Q4 2024 and held it in 2 quarters.
Integras Partners's Caterpillar position peaked at $254K in Q4 2024.
3,014 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on Integras Partners's 13F filing for Q2 2025, filed 12 Aug 2025.