IA
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Integrity Alliance’s Caterpillar CAT Stock Holding History

Integrity Alliance’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 		$15.3M Sell
14,349
-526
-4% -$462K 0.48% 46
2026
Q1 		$10.5M Sell
14,875
-2,179
-13% -$1.51M 0.4% 60
2025
Q4 		$9.77M Buy
17,054
+4,264
+33% +$2.37M 0.36% 72
2025
Q3 		$6.1M Buy
12,790
+1,763
+16% +$753K 0.29% 81
2025
Q2 		$4.28M Sell
11,027
-9,154
-45% -$3.05M 0.23% 91
2025
Q1 		$6.66M Buy
20,181
+18,658
+1,225% +$6.65M 0.26% 85
2024
Q4 		$553K Buy
+1,523
New +$591K 0.06% 125

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

Integrity Alliance's CAT Position: Q2 2026 in Review

Integrity Alliance reduced its Caterpillar (CAT) stake by 3.5% in Q2 2026, selling an estimated $462K and leaving 14,349 shares worth $15.3M. The position accounts for 0.48% of the portfolio, ranked #46.

Integrity Alliance first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Integrity Alliance held 14,349 shares of Caterpillar worth $15.3M as of Q2 2026.
  • Integrity Alliance sold 526 Caterpillar shares in Q2 2026, an estimated $462K.
  • Caterpillar made up 0.48% of Integrity Alliance's portfolio in Q2 2026, its #46 holding.
  • Integrity Alliance first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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