Kemnay Advisory Services’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$166K Buy
156
+7
+5% +$6.15K 0.02% 63
2026
Q1
$106K Sell
149
-37
-20% -$25.6K 0.02% 104
2025
Q4
$107K Buy
+186
New +$103K 0.02% 146
2021
Q1
Sell
-4,618
Closed -$841K 92
2020
Q4
$841K Buy
4,618
+366
+9% +$62.1K 0.11% 66
2020
Q3
$634K Buy
+4,252
New +$597K 0.09% 41

Other funds holding CAT

Kemnay Advisory Services's CAT Position: Q2 2026 in Review

Kemnay Advisory Services increased its Caterpillar (CAT) stake by 4.7% in Q2 2026, buying an estimated $6.15K and bringing the position to 156 shares worth $166K. The position accounts for 0.02% of the portfolio, ranked #63.

Kemnay Advisory Services first reported a position in CAT in Q3 2020 and has held it in 5 quarters since. The position peaked at $841K in Q4 2020. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Kemnay Advisory Services held 156 shares of Caterpillar worth $166K as of Q2 2026.
  • Kemnay Advisory Services bought 7 Caterpillar shares in Q2 2026, an estimated $6.15K.
  • Caterpillar made up 0.02% of Kemnay Advisory Services's portfolio in Q2 2026, its #63 holding.
  • Kemnay Advisory Services first reported a position in Caterpillar in Q3 2020 and has held it in 5 quarters since.
  • Kemnay Advisory Services's Caterpillar position peaked at $841K in Q4 2020.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Kemnay Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.