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Kintegral Advisory’s Caterpillar CAT Stock Holding History

Kintegral Advisory’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 		$12.2M Hold
11,462
– – 0.99% 24
2026
Q1 		$8.12M Sell
11,462
-508
-4% -$352K 0.77% 29
2025
Q4 		$6.86M Sell
11,970
-327
-3% -$182K 0.58% 42
2025
Q3 		$5.87M Sell
12,297
-55
-0.4% -$23.5K 0.5% 51
2025
Q2 		$4.8M Sell
12,352
-18
-0.1% -$6K 0.44% 67
2025
Q1 		$4.08M Sell
12,370
-42
-0.3% -$15K 0.41% 77
2024
Q4 		$4.5M Sell
12,412
-578
-4% -$224K 0.43% 66
2024
Q3 		$5.08M Sell
12,990
-170
-1% -$58.7K 0.47% 63
2024
Q2 		$4.38M Sell
13,160
-3,364
-20% -$1.17M 0.42% 69
2024
Q1 		$6.05M Sell
16,524
-52
-0.3% -$16.6K 0.61% 41
2023
Q4 		$4.9M Sell
16,576
-106
-0.6% -$27.5K 0.54% 49
2023
Q3 		$4.55M Sell
16,682
-10
-0.1% -$2.71K 0.56% 46
2023
Q2 		$4.11M Hold
16,692
– – 0.49% 58
2023
Q1 		$3.82M Sell
16,692
-897
-5% -$217K 0.49% 62
2022
Q4 		$4.21M Sell
17,589
-10,744
-38% -$2.34M 0.56% 57
2022
Q3 		$4.65M Hold
28,333
– – 0.64% 34
2022
Q2 		$5.07M Buy
28,333
+600
+2% +$126K 0.66% 34
2022
Q1 		$6.18M Buy
27,733
+620
+2% +$130K 0.68% 30
2021
Q4 		$5.61M Hold
27,113
– – 0.58% 37
2021
Q3 		$5.21M Hold
27,113
– – 0.61% 34
2021
Q2 		$5.9M Hold
27,113
– – 0.7% 30
2021
Q1 		$6.29M Hold
27,113
– – 0.81% 25
2020
Q4 		$4.93M Hold
27,113
– – 0.67% 33
2020
Q3 		$4.04M Sell
27,113
-873
-3% -$123K 0.61% 38
2020
Q2 		$3.54M Hold
27,986
– – 0.57% 44
2020
Q1 		$3.25M Buy
27,986
+3,132
+13% +$400K 0.63% 42
2019
Q4 		$3.67M Hold
24,854
– – 0.67% 37
2019
Q3 		$3.14M Hold
24,854
– – 0.63% 39
2019
Q2 		$3.39M Hold
24,854
– – 0.69% 36
2019
Q1 		$3.37M Buy
24,854
+12,559
+102% +$1.67M 0.71% 36
2018
Q4 		$1.56M Buy
+12,295
New +$1.6M 0.46% 55

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Kintegral Advisory's CAT Position: Q2 2026 in Review

Kintegral Advisory held its Caterpillar (CAT) position steady in Q2 2026 at 11,462 shares worth $12.2M. The position accounts for 0.99% of the portfolio, ranked #24.

Kintegral Advisory first reported a position in CAT in Q4 2018 and has held it in 31 quarters since. 1,871 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Kintegral Advisory held 11,462 shares of Caterpillar worth $12.2M as of Q2 2026.
  • Kintegral Advisory left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.99% of Kintegral Advisory's portfolio in Q2 2026, its #24 holding.
  • Kintegral Advisory first reported a position in Caterpillar in Q4 2018 and has held it in 31 quarters since.
  • 1,871 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Kintegral Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.