KFS
CAT icon

Kaizen Financial Strategies’s Caterpillar CAT Stock Holding History

Kaizen Financial Strategies’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 		$814K Sell
1,003
-100
-9% -$84.8K 0.32% 56
2026
Q2 		$1.09M Sell
1,103
-144
-12% -$127K 0.36% 51
2026
Q1 		$963K Buy
1,247
+42
+3% +$29.1K 0.41% 44
2025
Q4 		$690K Buy
1,205
+3
+0.2% +$1.67K 0.3% 55
2025
Q3 		$685K Buy
1,202
+11
+0.9% +$4.7K 0.31% 59
2025
Q2 		$462K Sell
1,191
-245
-17% -$81.7K 0.23% 82
2025
Q1 		$474K Sell
1,436
-95
-6% -$33.8K 0.27% 69
2024
Q4 		$555K Buy
1,531
+3
+0.2% +$1.16K 0.31% 56
2024
Q3 		$598K Buy
1,528
+5
+0.3% +$1.73K 0.35% 51
2024
Q2 		$521K Sell
1,523
-300
-16% -$104K 0.32% 50
2024
Q1 		$668K Sell
1,823
-1,027
-36% -$328K 0.45% 41
2023
Q4 		$843K Buy
2,850
+400
+16% +$104K 0.64% 31
2023
Q3 		$669K Sell
2,450
-196
-7% -$53.2K 0.57% 34
2023
Q2 		$671K Sell
2,646
-7
-0.3% -$1.56K 0.57% 34
2023
Q1 		$607K Sell
2,653
-187
-7% -$45.2K 0.6% 37
2022
Q4 		$734K Sell
2,840
-699
-20% -$152K 0.73% 38
2022
Q3 		$581K Buy
3,539
+4
+0.1% +$731 0.59% 44
2022
Q2 		$632K Sell
3,535
-96
-3% -$20.2K 0.62% 41
2022
Q1 		$809K Buy
3,631
+459
+14% +$96.3K 0.63% 37
2021
Q4 		$656K Sell
3,172
-1,111
-26% -$224K 0.49% 51
2021
Q3 		$822K Buy
+4,283
New +$892K 0.66% 49

Other funds holding CAT

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Kaizen Financial Strategies's CAT Position: Q3 2026 in Review

Kaizen Financial Strategies reduced its Caterpillar (CAT) stake by 9.1% in Q3 2026, selling an estimated $84.8K and leaving 1,003 shares worth $814K. The position accounts for 0.32% of the portfolio, ranked #56.

Kaizen Financial Strategies first reported a position in CAT in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.09M in Q2 2026. 214 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Kaizen Financial Strategies held 1,003 shares of Caterpillar worth $814K as of Q3 2026.
  • Kaizen Financial Strategies sold 100 Caterpillar shares in Q3 2026, an estimated $84.8K.
  • Caterpillar made up 0.32% of Kaizen Financial Strategies's portfolio in Q3 2026, its #56 holding.
  • Kaizen Financial Strategies first reported a position in Caterpillar in Q3 2021 and has held it in 21 quarters since.
  • Kaizen Financial Strategies's Caterpillar position peaked at $1.09M in Q2 2026.
  • 214 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Kaizen Financial Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.