KEB Asset Management’s Caterpillar CAT Stock Holding History

KEB Asset 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	$1.28M	Hold	1,204	–	–	0.21%	37
2026 Q1	$853K	Buy	1,204 +21	+2%	+$14.5K	0.16%	45
2025 Q4	$678K	Buy	1,183 +4	+0.3%	+$2.22K	0.14%	54
2025 Q3	$563K	Hold	1,179	–	–	0.13%	56
2025 Q2	$458K	Hold	1,179	–	–	0.11%	56
2025 Q1	$389K	Hold	1,179	–	–	0.11%	55
2024 Q4	$428K	Hold	1,179	–	–	0.12%	48
2024 Q3	$461K	Hold	1,179	–	–	0.14%	46
2024 Q2	$393K	Hold	1,179	–	–	0.13%	49
2024 Q1	$432K	Hold	1,179	–	–	0.15%	42
2023 Q4	$349K	Hold	1,179	–	–	0.13%	45
2023 Q3	$322K	Hold	1,179	–	–	0.13%	42
2023 Q2	$290K	Sell	1,179 -54	-4%	-$12K	0.12%	45
2023 Q1	$282K	Buy	1,233 +100	+9%	+$24.2K	0.12%	47
2022 Q4	$271K	Buy	+1,133	New	+$247K	0.14%	46
2022 Q2	–	Sell	-1,079	Closed	-$240K	–	54
2022 Q1	$240K	Sell	1,079 -2,000	-65%	-$419K	0.16%	40
2021 Q4	$637K	Buy	+3,079	New	+$620K	0.41%	22

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

KEB Asset Management's CAT Position: Q2 2026 in Review

KEB Asset Management held its Caterpillar (CAT) position steady in Q2 2026 at 1,204 shares worth $1.28M. The position accounts for 0.21% of the portfolio, ranked #37.

KEB Asset Management first reported a position in CAT in Q4 2021 and has held it in 17 quarters since. 837 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

KEB Asset Management held 1,204 shares of Caterpillar worth $1.28M as of Q2 2026.
KEB Asset Management left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.21% of KEB Asset Management's portfolio in Q2 2026, its #37 holding.
KEB Asset Management first reported a position in Caterpillar in Q4 2021 and has held it in 17 quarters since.
837 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on KEB Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.