IF
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Intrua Financial’s Caterpillar CAT Stock Holding History

Intrua Financial’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 		$1.11M Buy
1,046
+101
+11% +$88.7K 0.1% 148
2026
Q1 		$669K Sell
945
-128
-12% -$88.7K 0.07% 208
2025
Q4 		$615K Sell
1,073
-23
-2% -$12.8K 0.06% 220
2025
Q3 		$523K Sell
1,096
-166
-13% -$70.9K 0.06% 240
2025
Q2 		$490K Buy
1,262
+457
+57% +$152K 0.07% 212
2025
Q1 		$265K Sell
805
-604
-43% -$215K 0.04% 301
2024
Q4 		$511K Sell
1,409
-1,802
-56% -$699K 0.08% 192
2024
Q3 		$1.26M Sell
3,211
-441
-12% -$152K 0.19% 101
2024
Q2 		$1.22M Sell
3,652
-1,141
-24% -$396K 0.18% 107
2024
Q1 		$1.76M Buy
4,793
+1,141
+31% +$365K 0.25% 88
2023
Q4 		$1.08M Sell
3,652
-463
-11% -$120K 0.16% 132
2023
Q3 		$1.12M Buy
4,115
+191
+5% +$51.8K 0.19% 109
2023
Q2 		$966K Buy
3,924
+2,486
+173% +$554K 0.16% 119
2023
Q1 		$301K Sell
1,438
-1,065
-43% -$257K 0.06% 251
2022
Q4 		$615K Buy
2,503
+793
+46% +$173K 0.14% 156
2022
Q3 		$281K Buy
1,710
+62
+4% +$11.3K 0.07% 237
2022
Q2 		$295K Sell
1,648
-266
-14% -$56.1K 0.06% 287
2022
Q1 		$426K Buy
1,914
+25
+1% +$5.24K 0.08% 252
2021
Q4 		$391K Sell
1,889
-133
-7% -$26.8K 0.07% 256
2021
Q3 		$397K Buy
2,022
+199
+11% +$41.4K 0.07% 248
2021
Q2 		$404K Hold
1,823
– – 0.1% 185
2021
Q1 		$420K Buy
1,823
+700
+62% +$145K 0.11% 178
2020
Q4 		$204K Buy
+1,123
New +$190K 0.09% 198
2020
Q3 		– Sell
-2,134
Closed -$300K – 205
2020
Q2 		$300K Buy
+2,134
New +$253K 0.11% 177

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Intrua Financial's CAT Position: Q2 2026 in Review

Intrua Financial increased its Caterpillar (CAT) stake by 11% in Q2 2026, buying an estimated $88.7K and bringing the position to 1,046 shares worth $1.11M. The position accounts for 0.1% of the portfolio, ranked #148.

Intrua Financial first reported a position in CAT in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.76M in Q1 2024. 1,597 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Intrua Financial held 1,046 shares of Caterpillar worth $1.11M as of Q2 2026.
  • Intrua Financial bought 101 Caterpillar shares in Q2 2026, an estimated $88.7K.
  • Caterpillar made up 0.1% of Intrua Financial's portfolio in Q2 2026, its #148 holding.
  • Intrua Financial first reported a position in Caterpillar in Q2 2020 and has held it in 24 quarters since.
  • Intrua Financial's Caterpillar position peaked at $1.76M in Q1 2024.
  • 1,597 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.