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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
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

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

Intelligence Driven Advisers's CAT Position: Q1 2026 in Review

Intelligence Driven Advisers reduced its Caterpillar (CAT) stake by 0.98% in Q1 2026, selling an estimated $2.77K and leaving 405 shares worth $287K. The position accounts for 0.05% of the portfolio, ranked #96.

Intelligence Driven Advisers first reported a position in CAT in Q1 2024 and has held it in 4 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Intelligence Driven Advisers held 405 shares of Caterpillar worth $287K as of Q1 2026.
  • Intelligence Driven Advisers sold 4 Caterpillar shares in Q1 2026, an estimated $2.77K.
  • Caterpillar made up 0.05% of Intelligence Driven Advisers's portfolio in Q1 2026, its #96 holding.
  • Intelligence Driven Advisers first reported a position in Caterpillar in Q1 2024 and has held it in 4 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Intelligence Driven Advisers's 13F filing for Q1 2026, filed 15 May 2026.