IIM
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InTrack Investment Management’s Caterpillar CAT Stock Holding History

InTrack Investment Management’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 		$3.29M Sell
3,086
-212
-6% -$186K 1.63% 20
2026
Q1 		$2.34M Sell
3,298
-322
-9% -$223K 1.33% 23
2025
Q4 		$2.07M Sell
3,620
-875
-19% -$486K 1.16% 29
2025
Q3 		$2.14M Sell
4,495
-188
-4% -$80.3K 1.28% 27
2025
Q2 		$1.82M Buy
4,683
+27
+0.6% +$9K 1.22% 31
2025
Q1 		$1.54M Buy
4,656
+848
+22% +$302K 1.39% 24
2024
Q4 		$1.41M Buy
3,808
+1,502
+65% +$583K 0.99% 35
2024
Q3 		$902K Buy
2,306
+82
+4% +$28.3K 0.64% 50
2024
Q2 		$741K Buy
2,224
+346
+18% +$120K 0.53% 59
2024
Q1 		$688K Sell
1,878
-692
-27% -$221K 0.51% 64
2023
Q4 		$760K Buy
2,570
+1,734
+207% +$450K 0.57% 62
2023
Q3 		$228K Sell
836
-3,819
-82% -$1.04M 0.2% 120
2023
Q2 		$1.15M Buy
+4,655
New +$1.04M 0.94% 31

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
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
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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

InTrack Investment Management's CAT Position: Q2 2026 in Review

InTrack Investment Management reduced its Caterpillar (CAT) stake by 6.4% in Q2 2026, selling an estimated $186K and leaving 3,086 shares worth $3.29M. The position accounts for 1.63% of the portfolio, ranked #20.

InTrack Investment Management first reported a position in CAT in Q2 2023 and has held it in 13 quarters since. 837 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • InTrack Investment Management held 3,086 shares of Caterpillar worth $3.29M as of Q2 2026.
  • InTrack Investment Management sold 212 Caterpillar shares in Q2 2026, an estimated $186K.
  • Caterpillar made up 1.63% of InTrack Investment Management's portfolio in Q2 2026, its #20 holding.
  • InTrack Investment Management first reported a position in Caterpillar in Q2 2023 and has held it in 13 quarters since.
  • 837 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on InTrack Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.