Intellus Advisors
CAT icon

Intellus Advisors’s Caterpillar CAT Stock Holding History

Intellus Advisors’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 		$1.68M Buy
2,072
+8
+0.4% +$6.78K 0.2% 47
2026
Q2 		$2.2M Sell
2,064
-19
-0.9% -$16.7K 0.27% 39
2026
Q1 		$1.48M Sell
2,083
-182
-8% -$126K 0.2% 41
2025
Q4 		$1.3M Buy
2,265
+1,016
+81% +$565K 0.17% 43
2025
Q3 		$596K Sell
1,249
-71
-5% -$30.3K 0.08% 70
2025
Q2 		$513K Buy
1,320
+73
+6% +$24.3K 0.08% 79
2025
Q1 		$411K Buy
1,247
+1
+0.1% +$356 0.07% 81
2024
Q4 		$452K Buy
+1,246
New +$483K 0.08% 75

Other funds holding CAT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Intellus Advisors's CAT Position: Q3 2026 in Review

Intellus Advisors increased its Caterpillar (CAT) stake by 0.39% in Q3 2026, buying an estimated $6.78K and bringing the position to 2,072 shares worth $1.68M. The position accounts for 0.2% of the portfolio, ranked #47.

Intellus Advisors first reported a position in CAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.2M in Q2 2026. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Intellus Advisors held 2,072 shares of Caterpillar worth $1.68M as of Q3 2026.
  • Intellus Advisors bought 8 Caterpillar shares in Q3 2026, an estimated $6.78K.
  • Caterpillar made up 0.2% of Intellus Advisors's portfolio in Q3 2026, its #47 holding.
  • Intellus Advisors first reported a position in Caterpillar in Q4 2024 and has held it in 8 quarters since.
  • Intellus Advisors's Caterpillar position peaked at $2.2M in Q2 2026.
  • 3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Intellus Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.