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Keeler Thomas Management’s Caterpillar CAT Stock Holding History

Keeler Thomas 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 		– Sell
-639
Closed -$366K – 125
2025
Q4 		$366K Sell
639
-472
-42% -$262K 0.17% 86
2025
Q3 		$530K Sell
1,111
-54
-5% -$23.1K 0.22% 94
2025
Q2 		$452K Sell
1,165
-7,158
-86% -$2.39M 0.19% 96
2025
Q1 		$2.74M Sell
8,323
-7,124
-46% -$2.54M 1.34% 24
2024
Q4 		$5.6M Sell
15,447
-273
-2% -$106K 2% 20
2024
Q3 		$6.15M Sell
15,720
-239
-1% -$82.5K 1.94% 18
2024
Q2 		$5.32M Sell
15,959
-367
-2% -$127K 1.81% 21
2024
Q1 		$5.98M Sell
16,326
-131
-0.8% -$41.9K 2.05% 13
2023
Q4 		$4.87M Buy
16,457
+297
+2% +$77K 1.92% 20
2023
Q3 		$4.34M Sell
16,160
-837
-5% -$227K 1.61% 23
2023
Q2 		$4.18M Buy
+16,997
New +$3.79M 1.69% 22
2018
Q1 		– Sell
-332
Closed -$52K – 67
2017
Q4 		$52K Buy
+332
New +$46K 0.05% 84

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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 $295B AUM 31.6% 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

Keeler Thomas Management's CAT Position: Q1 2026 in Review

Keeler Thomas Management sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 639 shares — an estimated $366K sold.

Keeler Thomas Management first reported a position in CAT in Q4 2017 and held it in 12 quarters. The position peaked at $6.15M in Q3 2024. 3,736 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Keeler Thomas Management reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
  • Keeler Thomas Management sold 639 Caterpillar shares in Q1 2026, an estimated $366K.
  • Keeler Thomas Management first reported a position in Caterpillar in Q4 2017 and held it in 12 quarters.
  • Keeler Thomas Management's Caterpillar position peaked at $6.15M in Q3 2024.
  • 3,736 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Keeler Thomas Management's 13F filing for Q1 2026, filed 12 May 2026.