KFA
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Kelleher Financial Advisors’s Caterpillar CAT Stock Holding History

Kelleher Financial 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 		$665K Sell
950
-234
-20% -$162K 0.17% 97
2025
Q4 		$679K Buy
1,184
+959
+426% +$533K 0.16% 98
2025
Q3 		$107K Sell
225
-831
-79% -$355K 0.03% 242
2025
Q2 		$410K Sell
1,056
-1
-0.1% -$333 0.14% 93
2025
Q1 		$349K Buy
1,057
+10
+1% +$3.56K 0.14% 91
2024
Q4 		$380K Sell
1,047
-167
-14% -$64.8K 0.14% 83
2024
Q3 		$475K Sell
1,214
-76
-6% -$26.2K 0.18% 72
2024
Q2 		$430K Buy
1,290
+3
+0.2% +$1.04K 0.18% 80
2024
Q1 		$472K Buy
1,287
+4
+0.3% +$1.28K 0.2% 70
2023
Q4 		$379K Sell
1,283
-22
-2% -$5.71K 0.18% 70
2023
Q3 		$356K Sell
1,305
-775
-37% -$210K 0.18% 72
2023
Q2 		$512K Buy
2,080
+3
+0.1% +$669 0.3% 64
2023
Q1 		$475K Buy
2,077
+5
+0.2% +$1.21K 0.31% 59
2022
Q4 		$496K Buy
2,072
+5
+0.2% +$1.09K 0.37% 54
2022
Q3 		$339K Buy
2,067
+5
+0.2% +$913 0.24% 74
2022
Q2 		$368K Buy
2,062
+19
+0.9% +$4K 0.17% 92
2022
Q1 		$455K Sell
2,043
-21
-1% -$4.4K 0.25% 74
2021
Q4 		$426K Sell
2,064
-2,020
-49% -$407K 0.23% 74
2021
Q3 		$784K Buy
4,084
+2,193
+116% +$457K 0.35% 68
2021
Q2 		$411K Buy
1,891
+2
+0.1% +$462 0.23% 76
2021
Q1 		$437K Sell
1,889
-1,401
-43% -$290K 0.28% 71
2020
Q4 		$599K Sell
3,290
-338
-9% -$57.3K 0.45% 49
2020
Q3 		$541K Buy
3,628
+259
+8% +$36.4K 0.45% 49
2020
Q2 		$426K Sell
3,369
-240
-7% -$28.5K 0.41% 59
2020
Q1 		$418K Buy
3,609
+310
+9% +$39.6K 0.5% 44
2019
Q4 		$486K Sell
3,299
-228
-6% -$31.8K 0.49% 51
2019
Q3 		$446K Sell
3,527
-4
-0.1% -$508 0.54% 44
2019
Q2 		$481K Buy
+3,531
New +$467K 0.59% 44
2018
Q4 		$448K Buy
3,530
+5
+0.1% +$651 0.72% 37
2018
Q3 		$537K Buy
3,525
+1
+0% +$141 0.7% 39
2018
Q2 		$478K Sell
3,524
-5
-0.1% -$747 0.68% 42
2018
Q1 		$520K Sell
3,529
-17
-0.5% -$2.68K 0.71% 39
2017
Q4 		$559K Sell
3,546
-95
-3% -$13.2K 0.88% 35
2017
Q3 		$454K Buy
3,641
+1
+0% +$115 0.96% 37
2017
Q2 		$391K Sell
3,640
-99
-3% -$10.1K 0.75% 47
2017
Q1 		$347K Buy
3,739
+27
+0.7% +$2.56K 0.74% 48
2016
Q4 		$344K Hold
3,712
– – 0.19% 99
2016
Q3 		$330K Hold
3,712
– – 0.19% 97
2016
Q2 		$281K Sell
3,712
-471
-11% -$35.3K 0.17% 102
2016
Q1 		$320K Buy
+4,183
New +$281K 0.18% 113

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

Kelleher Financial Advisors's CAT Position: Q1 2026 in Review

Kelleher Financial Advisors reduced its Caterpillar (CAT) stake by 20% in Q1 2026, selling an estimated $162K and leaving 950 shares worth $665K. The position accounts for 0.17% of the portfolio, ranked #97.

Kelleher Financial Advisors first reported a position in CAT in Q1 2016 and has held it in 40 quarters since. The position peaked at $784K in Q3 2021. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Kelleher Financial Advisors held 950 shares of Caterpillar worth $665K as of Q1 2026.
  • Kelleher Financial Advisors sold 234 Caterpillar shares in Q1 2026, an estimated $162K.
  • Caterpillar made up 0.17% of Kelleher Financial Advisors's portfolio in Q1 2026, its #97 holding.
  • Kelleher Financial Advisors first reported a position in Caterpillar in Q1 2016 and has held it in 40 quarters since.
  • Kelleher Financial Advisors's Caterpillar position peaked at $784K in Q3 2021.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.