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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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

Kathmere Capital Management's CAT Position: Q2 2026 in Review

Kathmere Capital Management increased its Caterpillar (CAT) stake by 8.6% in Q2 2026, buying an estimated $278K and bringing the position to 3,988 shares worth $4.25M. The position accounts for 0.22% of the portfolio, ranked #88.

Kathmere Capital Management first reported a position in CAT in Q3 2020 and has held it in 13 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Kathmere Capital Management held 3,988 shares of Caterpillar worth $4.25M as of Q2 2026.
  • Kathmere Capital Management bought 316 Caterpillar shares in Q2 2026, an estimated $278K.
  • Caterpillar made up 0.22% of Kathmere Capital Management's portfolio in Q2 2026, its #88 holding.
  • Kathmere Capital Management first reported a position in Caterpillar in Q3 2020 and has held it in 13 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.