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Integrated Quantitative Investments’s Caterpillar CAT Stock Holding History

Integrated Quantitative Investments’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 		$339K Buy
+318
New +$279K 0.06% 317
2025
Q3 		– Sell
-1,700
Closed -$660K – 366
2025
Q2 		$660K Buy
+1,700
New +$567K 0.19% 206

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

Integrated Quantitative Investments's CAT Position: Q2 2026 in Review

Integrated Quantitative Investments opened a new position in Caterpillar (CAT) in Q2 2026: 318 shares worth $339K. The stake represents 0.06% of the portfolio and ranks #317 among its holdings. This is a return to the name: Integrated Quantitative Investments previously reported a position in CAT as recently as Q2 2025.

Integrated Quantitative Investments first reported a position in CAT in Q2 2025 and has held it in 2 quarters since. The position peaked at $660K in Q2 2025. 4,061 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Integrated Quantitative Investments held 318 shares of Caterpillar worth $339K as of Q2 2026.
  • Caterpillar was a new Integrated Quantitative Investments position in Q2 2026.
  • Caterpillar made up 0.06% of Integrated Quantitative Investments's portfolio in Q2 2026, its #317 holding.
  • Integrated Quantitative Investments first reported a position in Caterpillar in Q2 2025 and has held it in 2 quarters since.
  • Integrated Quantitative Investments's Caterpillar position peaked at $660K in Q2 2025.
  • 4,061 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Integrated Quantitative Investments's 13F filing for Q2 2026, filed 14 Aug 2026.