Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s Caterpillar CAT Stock Holding History

Kayne Anderson Rudnick Investment 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
Q1 		$19.3M Buy
27,304
+27,047
+10,524% +$18.7M 0.06% 183
2025
Q4 		$148K Sell
257
-258
-50% -$143K ﹤0.01% 527
2025
Q3 		$246K Buy
515
+3
+0.6% +$1.28K ﹤0.01% 485
2025
Q2 		$199K Buy
512
+183
+56% +$61K ﹤0.01% 501
2025
Q1 		$109K Sell
329
-17
-5% -$6.05K ﹤0.01% 524
2024
Q4 		$126K Buy
346
+187
+118% +$72.5K ﹤0.01% 487
2024
Q3 		$62.2K Hold
159
– – ﹤0.01% 531
2024
Q2 		$53K Buy
159
+4
+3% +$1.39K ﹤0.01% 530
2024
Q1 		$56.9K Sell
155
-2
-1% -$639 ﹤0.01% 534
2023
Q4 		$46.5K Buy
157
+37
+31% +$9.6K ﹤0.01% 531
2023
Q3 		$32.8K Hold
120
– – ﹤0.01% 530
2023
Q2 		$29.5K Buy
120
+12
+11% +$2.68K ﹤0.01% 533
2023
Q1 		$24.7K Buy
108
+95
+731% +$23K ﹤0.01% 535
2022
Q4 		$3.11K Hold
13
– – ﹤0.01% 627
2022
Q3 		$2K Buy
+13
New +$2.38K ﹤0.01% 611
2020
Q1 		– Sell
-11
Closed -$2K – 620
2019
Q4 		$2K Buy
+11
New +$1.53K ﹤0.01% 555
2019
Q3 		– Sell
-95,133
Closed -$13M – 558
2019
Q2 		$13M Sell
95,133
-61,577
-39% -$8.14M 0.07% 155
2019
Q1 		$21.2M Buy
156,710
+25,498
+19% +$3.39M 0.12% 122
2018
Q4 		$16.7M Sell
131,212
-29,972
-19% -$3.9M 0.11% 122
2018
Q3 		$24.6M Sell
161,184
-609
-0.4% -$86.1K 0.14% 113
2018
Q2 		$22M Buy
161,793
+67
+0% +$10K 0.14% 115
2018
Q1 		$23.8M Sell
161,726
-7,583
-4% -$1.2M 0.18% 109
2017
Q4 		$26.7M Sell
169,309
-772
-0.5% -$107K 0.22% 102
2017
Q3 		$21.2M Buy
+170,081
New +$19.6M 0.19% 118

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's CAT Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management increased its Caterpillar (CAT) stake by 10,524% in Q1 2026, buying an estimated $18.7M and bringing the position to 27,304 shares worth $19.3M. The position accounts for 0.06% of the portfolio, ranked #183.

Kayne Anderson Rudnick Investment Management first reported a position in CAT in Q3 2017 and has held it in 24 quarters since. The position peaked at $26.7M in Q4 2017. 3,744 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Kayne Anderson Rudnick Investment Management held 27,304 shares of Caterpillar worth $19.3M as of Q1 2026.
  • Kayne Anderson Rudnick Investment Management bought 27,047 Caterpillar shares in Q1 2026, an estimated $18.7M.
  • Caterpillar made up 0.06% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #183 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in Caterpillar in Q3 2017 and has held it in 24 quarters since.
  • Kayne Anderson Rudnick Investment Management's Caterpillar position peaked at $26.7M in Q4 2017.
  • 3,744 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.