IWS
CAT icon

Intentional Wealth Strategies’s Caterpillar CAT Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-87
Closed -$61.6K – 206
2026
Q1 		$61.6K Buy
+87
New +$60.3K 0.06% 140

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Intentional Wealth Strategies's CAT Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 87 shares — an estimated $61.6K sold.

Intentional Wealth Strategies first reported a position in CAT in Q1 2026 and held it in 1 quarter. The position peaked at $61.6K in Q1 2026. 3,898 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 87 Caterpillar shares in Q2 2026, an estimated $61.6K.
  • Intentional Wealth Strategies first reported a position in Caterpillar in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Caterpillar position peaked at $61.6K in Q1 2026.
  • 3,898 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.