Intelligence Driven Advisers’s Caterpillar CAT Stock Holding History

Intelligence Driven Advisers’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 Q3	$461K	Buy	568 +28	+5%	+$23.7K	0.08%	77
2026 Q2	$575K	Buy	540 +135	+33%	+$119K	0.09%	70
2026 Q1	$287K	Sell	405 -4	-1%	-$2.77K	0.05%	96
2025 Q4	$234K	Buy	+409	New	+$227K	0.03%	117
2024 Q4	–	Sell	-593	Closed	-$232K	–	107
2024 Q3	$232K	Buy	+593	New	+$205K	0.03%	98
2024 Q2	–	Sell	-564	Closed	-$206K	–	107
2024 Q1	$206K	Buy	+564	New	+$180K	0.03%	91

Other funds holding CAT

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

OMC

Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Intelligence Driven Advisers's CAT Position: Q3 2026 in Review

Intelligence Driven Advisers increased its Caterpillar (CAT) stake by 5.2% in Q3 2026, buying an estimated $23.7K and bringing the position to 568 shares worth $461K. The position accounts for 0.08% of the portfolio, ranked #77.

Intelligence Driven Advisers first reported a position in CAT in Q1 2024 and has held it in 6 quarters since. The position peaked at $575K in Q2 2026. 214 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Intelligence Driven Advisers held 568 shares of Caterpillar worth $461K as of Q3 2026.
Intelligence Driven Advisers bought 28 Caterpillar shares in Q3 2026, an estimated $23.7K.
Caterpillar made up 0.08% of Intelligence Driven Advisers's portfolio in Q3 2026, its #77 holding.
Intelligence Driven Advisers first reported a position in Caterpillar in Q1 2024 and has held it in 6 quarters since.
Intelligence Driven Advisers's Caterpillar position peaked at $575K in Q2 2026.
214 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.