Keebeck Wealth Management’s Caterpillar CAT Stock Holding History

Keebeck Wealth 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	$2.61M	Buy	2,455 +250	+11%	+$220K	0.26%	98
2026 Q1	$1.56M	Buy	2,205 +1,046	+90%	+$724K	0.18%	125
2025 Q4	$664K	Buy	1,159 +195	+20%	+$108K	0.08%	183
2025 Q3	$460K	Buy	964 +75	+8%	+$32K	0.05%	224
2025 Q2	$345K	Buy	889 +9	+1%	+$3K	0.05%	264
2025 Q1	$290K	Buy	880 +87	+11%	+$31K	0.04%	225
2024 Q4	$288K	Buy	793 +111	+16%	+$43K	0.04%	219
2024 Q3	$267K	Sell	682 -16	-2%	-$5.53K	0.04%	219
2024 Q2	$233K	Hold	698	–	–	0.03%	238
2024 Q1	$256K	Hold	698	–	–	0.04%	253
2023 Q4	$206K	Buy	+698	New	+$181K	0.03%	254
2021 Q3	–	Sell	-1,201	Closed	-$261K	–	220
2021 Q2	$261K	Hold	1,201	–	–	0.04%	215
2021 Q1	$278K	Buy	+1,201	New	+$249K	0.04%	206
2020 Q3	–	Sell	-372	Closed	-$47K	–	204
2020 Q2	$47K	Buy	+372	New	+$44.1K	0.01%	223
2020 Q1	–	Sell	-372	Closed	-$54K	–	163
2019 Q4	$54K	Buy	+372	New	+$51.9K	0.02%	213

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Keebeck Wealth Management's CAT Position: Q2 2026 in Review

Keebeck Wealth Management increased its Caterpillar (CAT) stake by 11% in Q2 2026, buying an estimated $220K and bringing the position to 2,455 shares worth $2.61M. The position accounts for 0.26% of the portfolio, ranked #98.

Keebeck Wealth Management first reported a position in CAT in Q4 2019 and has held it in 15 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Keebeck Wealth Management held 2,455 shares of Caterpillar worth $2.61M as of Q2 2026.
Keebeck Wealth Management bought 250 Caterpillar shares in Q2 2026, an estimated $220K.
Caterpillar made up 0.26% of Keebeck Wealth Management's portfolio in Q2 2026, its #98 holding.
Keebeck Wealth Management first reported a position in Caterpillar in Q4 2019 and has held it in 15 quarters since.
4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.