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Intergy Private Wealth’s Caterpillar CAT Stock Holding History

Intergy Private Wealth’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 		$355K Buy
333
+8
+2% +$7.03K 0.08% 91
2026
Q1 		$230K Sell
325
-454
-58% -$314K 0.07% 109
2025
Q4 		$446K Buy
+779
New +$433K 0.13% 72

Other funds holding CAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Intergy Private Wealth's CAT Position: Q2 2026 in Review

Intergy Private Wealth increased its Caterpillar (CAT) stake by 2.5% in Q2 2026, buying an estimated $7.03K and bringing the position to 333 shares worth $355K. The position accounts for 0.08% of the portfolio, ranked #91.

Intergy Private Wealth first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $446K in Q4 2025. 944 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Intergy Private Wealth held 333 shares of Caterpillar worth $355K as of Q2 2026.
  • Intergy Private Wealth bought 8 Caterpillar shares in Q2 2026, an estimated $7.03K.
  • Caterpillar made up 0.08% of Intergy Private Wealth's portfolio in Q2 2026, its #91 holding.
  • Intergy Private Wealth first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • Intergy Private Wealth's Caterpillar position peaked at $446K in Q4 2025.
  • 944 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.