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Integrated Advisors Network’s Caterpillar CAT Stock Holding History

Integrated Advisors Network’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 		$30.2M Sell
42,672
-2,990
-7% -$2.07M 1.59% 7
2025
Q4 		$26.2M Sell
45,662
-589
-1% -$327K 1.16% 12
2025
Q3 		$22.1M Sell
46,251
-628
-1% -$268K 0.93% 16
2025
Q2 		$18.2M Buy
46,879
+2,102
+5% +$701K 0.82% 18
2025
Q1 		$14.8M Sell
44,777
-14,239
-24% -$5.07M 0.75% 20
2024
Q4 		$21.4M Buy
59,016
+760
+1% +$295K 1.02% 15
2024
Q3 		$22.8M Buy
58,256
+365
+0.6% +$126K 1.08% 11
2024
Q2 		$19.3M Buy
57,891
+10,725
+23% +$3.72M 0.99% 14
2024
Q1 		$17.3M Buy
47,166
+503
+1% +$161K 0.88% 14
2023
Q4 		$13.8M Sell
46,663
-14,969
-24% -$3.88M 0.78% 17
2023
Q3 		$16.8M Sell
61,632
-392
-0.6% -$106K 1.03% 15
2023
Q2 		$15.3M Buy
62,024
+13,840
+29% +$3.09M 0.88% 17
2023
Q1 		$11M Sell
48,184
-115
-0.2% -$27.8K 0.66% 28
2022
Q4 		$11.6M Sell
48,299
-1,427
-3% -$311K 0.75% 23
2022
Q3 		$8.16M Sell
49,726
-2,152
-4% -$393K 0.55% 38
2022
Q2 		$9.27M Sell
51,878
-13,322
-20% -$2.81M 0.6% 34
2022
Q1 		$14.5M Buy
65,200
+1,511
+2% +$317K 0.85% 23
2021
Q4 		$13.2M Buy
63,689
+182
+0.3% +$36.6K 0.78% 28
2021
Q3 		$12.2M Buy
63,507
+3,739
+6% +$779K 0.81% 23
2021
Q2 		$13M Sell
59,768
-3,191
-5% -$737K 0.96% 19
2021
Q1 		$14.6M Buy
62,959
+3,008
+5% +$623K 1.33% 9
2020
Q4 		$10.9M Sell
59,951
-468
-0.8% -$79.4K 1.2% 12
2020
Q3 		$9.01M Buy
60,419
+6,981
+13% +$981K 1.14% 17
2020
Q2 		$6.76M Buy
53,438
+7,802
+17% +$925K 0.79% 26
2020
Q1 		$5.3M Sell
45,636
-11,902
-21% -$1.52M 1.04% 20
2019
Q4 		$8.5M Buy
+57,538
New +$8.03M 1.15% 10

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

Integrated Advisors Network's CAT Position: Q1 2026 in Review

Integrated Advisors Network reduced its Caterpillar (CAT) stake by 6.5% in Q1 2026, selling an estimated $2.07M and leaving 42,672 shares worth $30.2M. The position accounts for 1.59% of the portfolio, ranked #7.

Integrated Advisors Network first reported a position in CAT in Q4 2019 and has held it in 26 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Integrated Advisors Network held 42,672 shares of Caterpillar worth $30.2M as of Q1 2026.
  • Integrated Advisors Network sold 2,990 Caterpillar shares in Q1 2026, an estimated $2.07M.
  • Caterpillar made up 1.59% of Integrated Advisors Network's portfolio in Q1 2026, its #7 holding.
  • Integrated Advisors Network first reported a position in Caterpillar in Q4 2019 and has held it in 26 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.