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Integrity Wealth Solutions’s Caterpillar CAT Stock Holding History

Integrity Wealth 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 		$1.26M Buy
1,186
+1
+0.1% +$878 0.47% 52
2026
Q1 		$840K Hold
1,185
– – 0.33% 61
2025
Q4 		$679K Buy
1,185
+564
+91% +$313K 0.27% 68
2025
Q3 		$296K Hold
621
– – 0.13% 93
2025
Q2 		$241K Hold
621
– – 0.12% 100
2025
Q1 		$205K Hold
621
– – 0.11% 99
2024
Q4 		$225K Hold
621
– – 0.13% 93
2024
Q3 		$243K Buy
+621
New +$214K 0.14% 81

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 Wealth Solutions's CAT Position: Q2 2026 in Review

Integrity Wealth Solutions increased its Caterpillar (CAT) stake by 0.08% in Q2 2026, buying an estimated $878 and bringing the position to 1,186 shares worth $1.26M. The position accounts for 0.47% of the portfolio, ranked #52.

Integrity Wealth Solutions first reported a position in CAT in Q3 2024 and has held it in 8 quarters since. 4,052 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Integrity Wealth Solutions held 1,186 shares of Caterpillar worth $1.26M as of Q2 2026.
  • Integrity Wealth Solutions bought 1 Caterpillar share in Q2 2026, an estimated $878.
  • Caterpillar made up 0.47% of Integrity Wealth Solutions's portfolio in Q2 2026, its #52 holding.
  • Integrity Wealth Solutions first reported a position in Caterpillar in Q3 2024 and has held it in 8 quarters since.
  • 4,052 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Integrity Wealth Solutions's 13F filing for Q2 2026, filed 30 Jul 2026.