Intergy Private Wealth
CAT icon

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
Q3 		$319K Buy
394
+61
+18% +$51.7K 0.07% 97
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

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Robeco Institutional Asset Management
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Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Intergy Private Wealth's CAT Position: Q3 2026 in Review

Intergy Private Wealth increased its Caterpillar (CAT) stake by 18% in Q3 2026, buying an estimated $51.7K and bringing the position to 394 shares worth $319K. The position accounts for 0.07% of the portfolio, ranked #97.

Intergy Private Wealth first reported a position in CAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $446K in Q4 2025. 971 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Intergy Private Wealth held 394 shares of Caterpillar worth $319K as of Q3 2026.
  • Intergy Private Wealth bought 61 Caterpillar shares in Q3 2026, an estimated $51.7K.
  • Caterpillar made up 0.07% of Intergy Private Wealth's portfolio in Q3 2026, its #97 holding.
  • Intergy Private Wealth first reported a position in Caterpillar in Q4 2025 and has held it in 4 quarters since.
  • Intergy Private Wealth's Caterpillar position peaked at $446K in Q4 2025.
  • 971 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.