KCM Investment Advisors’s Caterpillar CAT Stock Holding History

KCM Investment Advisors’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	$34.9M	Sell	49,275 -344	-0.7%	-$238K	1.16%	25
2025 Q4	$28.4M	Sell	49,619 -557	-1%	-$310K	0.91%	34
2025 Q3	$23.9M	Sell	50,176 -1,265	-2%	-$540K	0.77%	37
2025 Q2	$20M	Sell	51,441 -781	-1%	-$260K	0.67%	41
2025 Q1	$17.2M	Sell	52,222 -1,586	-3%	-$565K	0.62%	43
2024 Q4	$19.5M	Sell	53,808 -197	-0.4%	-$76.4K	0.67%	40
2024 Q3	$21.1M	Sell	54,005 -509	-0.9%	-$176K	0.72%	40
2024 Q2	$18.2M	Sell	54,514 -674	-1%	-$234K	0.65%	43
2024 Q1	$20.2M	Sell	55,188 -457	-0.8%	-$146K	0.75%	40
2023 Q4	$16.5M	Sell	55,645 -2,757	-5%	-$715K	0.66%	42
2023 Q3	$15.9M	Sell	58,402 -984	-2%	-$267K	0.69%	41
2023 Q2	$14.6M	Sell	59,386 -488	-0.8%	-$109K	0.59%	50
2023 Q1	$13.7M	Sell	59,874 -217	-0.4%	-$52.5K	0.55%	53
2022 Q4	$14.4M	Sell	60,091 -1,241	-2%	-$270K	0.62%	50
2022 Q3	$10.1M	Sell	61,332 -1,447	-2%	-$264K	0.47%	58
2022 Q2	$11.2M	Buy	62,779 +797	+1%	+$168K	0.49%	57
2022 Q1	$13.8M	Buy	61,982 +1,765	+3%	+$370K	0.51%	55
2021 Q4	$12.4M	Buy	60,217 +6,410	+12%	+$1.29M	0.43%	58
2021 Q3	$10.3M	Buy	53,807 +13,322	+33%	+$2.77M	0.41%	60
2021 Q2	$8.81M	Buy	40,485 +7,178	+22%	+$1.66M	0.36%	66
2021 Q1	$7.72M	Buy	33,307 +3,259	+11%	+$675K	0.34%	69
2020 Q4	$5.47M	Buy	30,048 +743	+3%	+$126K	0.26%	87
2020 Q3	$4.37M	Buy	29,305 +501	+2%	+$70.4K	0.24%	85
2020 Q2	$3.64M	Sell	28,804 -538	-2%	-$63.8K	0.21%	92
2020 Q1	$3.4M	Sell	29,342 -911	-3%	-$116K	0.23%	86
2019 Q4	$4.47M	Sell	30,253 -3,773	-11%	-$527K	0.24%	89
2019 Q3	$4.3M	Sell	34,026 -1,753	-5%	-$223K	0.25%	91
2019 Q2	$4.88M	Sell	35,779 -828	-2%	-$109K	0.29%	88
2019 Q1	$4.96M	Buy	36,607 +4,933	+16%	+$655K	0.32%	81
2018 Q4	$4.03M	Buy	31,674 +1,112	+4%	+$145K	0.27%	87
2018 Q3	$4.66M	Buy	30,562 +7	+0%	+$990	0.27%	92
2018 Q2	$4.14M	Sell	30,555 -29	-0.1%	-$4.33K	0.26%	91
2018 Q1	$4.51M	Buy	30,584 +106	+0.3%	+$16.7K	0.27%	91
2017 Q4	$4.8M	Sell	30,478 -80	-0.3%	-$11.1K	0.28%	93
2017 Q3	$3.81M	Sell	30,558 -313	-1%	-$36K	0.23%	110
2017 Q2	$3.32M	Sell	30,871 -934	-3%	-$94.9K	0.21%	122
2017 Q1	$2.95M	Buy	31,805 +2	+0%	+$189	0.19%	132
2016 Q4	$2.95M	Sell	31,803 -40	-0.1%	-$3.63K	0.2%	127
2016 Q3	$2.83M	Sell	31,843 -240	-0.7%	-$19.6K	0.19%	128
2016 Q2	$2.43M	Sell	32,083 -207	-0.6%	-$15.5K	0.17%	148
2016 Q1	$2.47M	Buy	32,290 +780	+2%	+$52.3K	0.18%	139
2015 Q4	$2.14M	Buy	31,510 +7	+0%	+$489	0.17%	155
2015 Q3	$2.06M	Buy	31,503 +730	+2%	+$55.8K	0.17%	163
2015 Q2	$2.61M	Buy	30,773 +9,431	+44%	+$811K	0.21%	136
2015 Q1	$1.71M	Buy	21,342 +64	+0.3%	+$5.32K	0.14%	188
2014 Q4	$1.95M	Buy	21,278 +27	+0.1%	+$2.63K	0.16%	160
2014 Q3	$2.1M	Buy	21,251 +83	+0.4%	+$8.8K	0.19%	146
2014 Q2	$2.3M	Buy	21,168 +2,540	+14%	+$267K	0.22%	131
2014 Q1	$1.85M	Buy	18,628 +5	+0%	+$472	0.19%	147
2013 Q4	$1.69M	Sell	18,623 -32,956	-64%	-$2.81M	0.18%	149
2013 Q3	$4.3M	Sell	51,579 -6,957	-12%	-$588K	0.51%	48
2013 Q2	$4.83M	Buy	+58,536	New	+$4.98M	0.58%	41

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

KCM Investment Advisors's CAT Position: Q1 2026 in Review

KCM Investment Advisors reduced its Caterpillar (CAT) stake by 0.69% in Q1 2026, selling an estimated $238K and leaving 49,275 shares worth $34.9M. The position accounts for 1.16% of the portfolio, ranked #25.

KCM Investment Advisors first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

KCM Investment Advisors held 49,275 shares of Caterpillar worth $34.9M as of Q1 2026.
KCM Investment Advisors sold 344 Caterpillar shares in Q1 2026, an estimated $238K.
Caterpillar made up 1.16% of KCM Investment Advisors's portfolio in Q1 2026, its #25 holding.
KCM Investment Advisors first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.