Kathmere Capital Management
CAT icon

Kathmere Capital Management’s Caterpillar CAT Stock Holding History

Kathmere Capital 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
Q3 		$3.44M Buy
4,245
+257
+6% +$218K 0.17% 104
2026
Q2 		$4.25M Buy
3,988
+316
+9% +$278K 0.22% 88
2026
Q1 		$2.6M Buy
3,672
+216
+6% +$150K 0.16% 103
2025
Q4 		$1.98M Buy
3,456
+213
+7% +$118K 0.13% 108
2025
Q3 		$1.55M Buy
3,243
+279
+9% +$119K 0.11% 126
2025
Q2 		$1.15M Buy
2,964
+1,047
+55% +$349K 0.09% 154
2025
Q1 		$632K Sell
1,917
-106
-5% -$37.8K 0.05% 202
2024
Q4 		$734K Buy
2,023
+486
+32% +$188K 0.07% 166
2024
Q3 		$601K Buy
1,537
+236
+18% +$81.5K 0.06% 179
2024
Q2 		$434K Buy
1,301
+340
+35% +$118K 0.05% 194
2024
Q1 		$352K Buy
961
+25
+3% +$7.99K 0.04% 207
2023
Q4 		$277K Buy
+936
New +$243K 0.04% 216
2021
Q1 		– Sell
-378
Closed -$69K – 170
2020
Q4 		$69K Sell
378
-135
-26% -$22.9K 0.01% 218
2020
Q3 		$77K Buy
+513
New +$72.1K 0.02% 199

Other funds holding CAT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Kathmere Capital Management's CAT Position: Q3 2026 in Review

Kathmere Capital Management increased its Caterpillar (CAT) stake by 6.4% in Q3 2026, buying an estimated $218K and bringing the position to 4,245 shares worth $3.44M. The position accounts for 0.17% of the portfolio, ranked #104.

Kathmere Capital Management first reported a position in CAT in Q3 2020 and has held it in 14 quarters since. The position peaked at $4.25M in Q2 2026. 2,402 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Kathmere Capital Management held 4,245 shares of Caterpillar worth $3.44M as of Q3 2026.
  • Kathmere Capital Management bought 257 Caterpillar shares in Q3 2026, an estimated $218K.
  • Caterpillar made up 0.17% of Kathmere Capital Management's portfolio in Q3 2026, its #104 holding.
  • Kathmere Capital Management first reported a position in Caterpillar in Q3 2020 and has held it in 14 quarters since.
  • Kathmere Capital Management's Caterpillar position peaked at $4.25M in Q2 2026.
  • 2,402 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Kathmere Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.