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 		$426K Buy
+400
New +$351K 0.04% 316

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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

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. 1,641 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.
  • 1,641 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.