IAS
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Integrity Advisory Solutions’s Caterpillar CAT Stock Holding History

Integrity Advisory Solutions’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 		$618K Buy
580
+164
+39% +$144K 0.06% 168
2026
Q1 		$295K Sell
416
-57
-12% -$39.5K 0.04% 207
2025
Q4 		$271K Buy
473
+26
+6% +$14.5K 0.04% 204
2025
Q3 		$213K Buy
+447
New +$191K 0.03% 217

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Integrity Advisory Solutions's CAT Position: Q2 2026 in Review

Integrity Advisory Solutions increased its Caterpillar (CAT) stake by 39% in Q2 2026, buying an estimated $144K and bringing the position to 580 shares worth $618K. The position accounts for 0.06% of the portfolio, ranked #168.

Integrity Advisory Solutions first reported a position in CAT in Q3 2025 and has held it in 4 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Integrity Advisory Solutions held 580 shares of Caterpillar worth $618K as of Q2 2026.
  • Integrity Advisory Solutions bought 164 Caterpillar shares in Q2 2026, an estimated $144K.
  • Caterpillar made up 0.06% of Integrity Advisory Solutions's portfolio in Q2 2026, its #168 holding.
  • Integrity Advisory Solutions first reported a position in Caterpillar in Q3 2025 and has held it in 4 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Integrity Advisory Solutions's 13F filing for Q2 2026, filed 31 Jul 2026.