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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
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 $6.73T 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

Intellus Advisors's CAT Position: Q2 2026 in Review

Intellus Advisors reduced its Caterpillar (CAT) stake by 0.91% in Q2 2026, selling an estimated $16.7K and leaving 2,064 shares worth $2.2M. The position accounts for 0.27% of the portfolio, ranked #39.

Intellus Advisors first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 4,063 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Intellus Advisors held 2,064 shares of Caterpillar worth $2.2M as of Q2 2026.
  • Intellus Advisors sold 19 Caterpillar shares in Q2 2026, an estimated $16.7K.
  • Caterpillar made up 0.27% of Intellus Advisors's portfolio in Q2 2026, its #39 holding.
  • Intellus Advisors first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 4,063 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Intellus Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.