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 Q3	$34.1M	Buy	42,088 +418	+1%	+$355K	1.56%	8
2026 Q2	$44.4M	Sell	41,670 -1,002	-2%	-$880K	2.04%	5
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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Integrated Advisors Network's CAT Position: Q3 2026 in Review

Integrated Advisors Network increased its Caterpillar (CAT) stake by 1% in Q3 2026, buying an estimated $355K and bringing the position to 42,088 shares worth $34.1M. The position accounts for 1.56% of the portfolio, ranked #8.

Integrated Advisors Network first reported a position in CAT in Q4 2019 and has held it in 28 quarters since. The position peaked at $44.4M in Q2 2026. 1,272 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Integrated Advisors Network held 42,088 shares of Caterpillar worth $34.1M as of Q3 2026.
Integrated Advisors Network bought 418 Caterpillar shares in Q3 2026, an estimated $355K.
Caterpillar made up 1.56% of Integrated Advisors Network's portfolio in Q3 2026, its #8 holding.
Integrated Advisors Network first reported a position in Caterpillar in Q4 2019 and has held it in 28 quarters since.
Integrated Advisors Network's Caterpillar position peaked at $44.4M in Q2 2026.
1,272 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.