Keating Financial Advisory Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
Keating Financial Advisory Services's CAT Position: Q2 2026 in Review
Keating Financial Advisory Services reduced its Caterpillar (CAT) stake by 3.2% in Q2 2026, selling an estimated $35.1K and leaving 1,200 shares worth $1.28M. The position accounts for 0.17% of the portfolio, ranked #89.
Keating Financial Advisory Services first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.74M in Q4 2025. 4,042 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Keating Financial Advisory Services held 1,200 shares of Caterpillar worth $1.28M as of Q2 2026.
- Keating Financial Advisory Services sold 40 Caterpillar shares in Q2 2026, an estimated $35.1K.
- Caterpillar made up 0.17% of Keating Financial Advisory Services's portfolio in Q2 2026, its #89 holding.
- Keating Financial Advisory Services first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
- Keating Financial Advisory Services's Caterpillar position peaked at $1.74M in Q4 2025.
- 4,042 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.