IWS
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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
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 $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 Wealth Solutions's CAT Position: Q1 2026 in Review

Integrity Wealth Solutions held its Caterpillar (CAT) position steady in Q1 2026 at 1,185 shares worth $840K. The position accounts for 0.33% of the portfolio, ranked #61.

Integrity Wealth Solutions first reported a position in CAT in Q3 2024 and has held it in 7 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Integrity Wealth Solutions held 1,185 shares of Caterpillar worth $840K as of Q1 2026.
  • Integrity Wealth Solutions left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.33% of Integrity Wealth Solutions's portfolio in Q1 2026, its #61 holding.
  • Integrity Wealth Solutions first reported a position in Caterpillar in Q3 2024 and has held it in 7 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Integrity Wealth Solutions's 13F filing for Q1 2026, filed 4 May 2026.