Integrated Investment Consultants’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.22M | Sell |
1,146
-130
| -10% | -$114K | 0.24% | 68 |
|
|
2026
Q1 | $904K | Buy |
1,276
+77
| +6% | +$53.3K | 0.19% | 83 |
|
|
2025
Q4 | $687K | Hold |
1,199
| – | – | 0.13% | 109 |
|
|
2025
Q3 | $572K | Hold |
1,199
| – | – | 0.1% | 133 |
|
|
2025
Q2 | $465K | Sell |
1,199
-5
| -0.4% | -$1.67K | 0.09% | 147 |
|
|
2025
Q1 | $397K | Buy |
1,204
+5
| +0.4% | +$1.78K | 0.08% | 196 |
|
|
2024
Q4 | $435K | Sell |
1,199
-16,988
| -93% | -$6.59M | 0.09% | 175 |
|
|
2024
Q3 | $486K | Buy |
18,187
+16,697
| +1,121% | +$5.77M | 0.11% | 141 |
|
|
2024
Q2 | $546K | Hold |
1,490
| – | – | 0.15% | 117 |
|
|
2024
Q1 | $546K | Sell |
1,490
-21
| -1% | -$6.71K | 0.15% | 117 |
|
|
2023
Q4 | $447K | Buy |
1,511
+11
| +0.7% | +$2.85K | 0.14% | 134 |
|
|
2023
Q3 | $410K | Buy |
1,500
+37
| +3% | +$10K | 0.15% | 125 |
|
|
2023
Q2 | $360K | Buy |
1,463
+39
| +3% | +$8.7K | 0.11% | 158 |
|
|
2023
Q1 | $326K | Sell |
1,424
-185
| -11% | -$44.7K | 0.1% | 183 |
|
|
2022
Q4 | $385K | Buy |
1,609
+261
| +19% | +$56.8K | 0.13% | 124 |
|
|
2022
Q3 | $221K | Sell |
1,348
-77
| -5% | -$14.1K | 0.09% | 195 |
|
|
2022
Q2 | $255K | Sell |
1,425
-302
| -17% | -$63.6K | 0.09% | 186 |
|
|
2022
Q1 | $385K | Buy |
1,727
+176
| +11% | +$36.9K | 0.1% | 175 |
|
|
2021
Q4 | $321K | Sell |
1,551
-86
| -5% | -$17.3K | 0.09% | 218 |
|
|
2021
Q3 | $314K | Sell |
1,637
-17
| -1% | -$3.54K | 0.09% | 203 |
|
|
2021
Q2 | $360K | Sell |
1,654
-38
| -2% | -$8.78K | 0.11% | 180 |
|
|
2021
Q1 | $392K | Buy |
1,692
+142
| +9% | +$29.4K | 0.14% | 146 |
|
|
2020
Q4 | $282K | Buy |
1,550
+1
| +0.1% | +$170 | 0.11% | 177 |
|
|
2020
Q3 | $231K | Buy |
+1,549
| New | +$218K | 0.11% | 171 |
|
|
2020
Q1 | – | Sell |
-1,538
| Closed | -$227K | – | 152 |
|
|
2019
Q4 | $227K | Buy |
+1,538
| New | +$215K | 0.09% | 152 |
|
|
2019
Q3 | – | Sell |
-1,773
| Closed | -$242K | – | 164 |
|
|
2019
Q2 | $242K | Buy |
1,773
+1
| +0.1% | +$132 | 0.12% | 122 |
|
|
2019
Q1 | $240K | Buy |
1,772
+1
| +0.1% | +$133 | 0.13% | 122 |
|
|
2018
Q4 | $226K | Buy |
1,771
+236
| +15% | +$30.7K | 0.12% | 125 |
|
|
2018
Q3 | $234K | Hold |
1,535
| – | – | 0.11% | 141 |
|
|
2018
Q2 | $208K | Sell |
1,535
-38
| -2% | -$5.68K | 0.11% | 148 |
|
|
2018
Q1 | $232K | Buy |
+1,573
| New | +$248K | 0.09% | 155 |
|
|
2017
Q3 | $213K | Hold |
1,710
| – | – | 0.09% | 147 |
|
|
2017
Q2 | $184K | Hold |
1,710
| – | – | 0.08% | 165 |
|
|
2017
Q1 | $159K | Buy |
1,710
+250
| +17% | +$23.7K | 0.07% | 190 |
|
|
2016
Q4 | $135K | Hold |
1,460
| – | – | 0.06% | 215 |
|
|
2016
Q3 | $127K | Hold |
1,460
| – | – | 0.06% | 212 |
|
|
2016
Q2 | $111K | Hold |
1,460
| – | – | 0.06% | 239 |
|
|
2016
Q1 | $109K | Buy |
+1,460
| New | +$97.9K | 0.06% | 211 |
|
Other funds holding CAT
Integrated Investment Consultants's CAT Position: Q2 2026 in Review
Integrated Investment Consultants reduced its Caterpillar (CAT) stake by 10% in Q2 2026, selling an estimated $114K and leaving 1,146 shares worth $1.22M. The position accounts for 0.24% of the portfolio, ranked #68.
Integrated Investment Consultants first reported a position in CAT in Q1 2016 and has held it in 38 quarters since. 4,042 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Integrated Investment Consultants held 1,146 shares of Caterpillar worth $1.22M as of Q2 2026.
- Integrated Investment Consultants sold 130 Caterpillar shares in Q2 2026, an estimated $114K.
- Caterpillar made up 0.24% of Integrated Investment Consultants's portfolio in Q2 2026, its #68 holding.
- Integrated Investment Consultants first reported a position in Caterpillar in Q1 2016 and has held it in 38 quarters since.
- 4,042 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Integrated Investment Consultants's 13F filing for Q2 2026, filed 17 Aug 2026.