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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Integrity Alliance's CAT Position: Q1 2026 in Review

Integrity Alliance reduced its Caterpillar (CAT) stake by 13% in Q1 2026, selling an estimated $1.51M and leaving 14,875 shares worth $10.5M. The position accounts for 0.4% of the portfolio, ranked #60.

Integrity Alliance first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Integrity Alliance held 14,875 shares of Caterpillar worth $10.5M as of Q1 2026.
  • Integrity Alliance sold 2,179 Caterpillar shares in Q1 2026, an estimated $1.51M.
  • Caterpillar made up 0.4% of Integrity Alliance's portfolio in Q1 2026, its #60 holding.
  • Integrity Alliance first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Integrity Alliance's 13F filing for Q1 2026, filed 11 May 2026.