KAS
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Kemnay Advisory Services’s Caterpillar CAT Stock Holding History

Kemnay Advisory Services’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 		$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

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

Kemnay Advisory Services's CAT Position: Q1 2026 in Review

Kemnay Advisory Services reduced its Caterpillar (CAT) stake by 20% in Q1 2026, selling an estimated $25.6K and leaving 149 shares worth $106K. The position accounts for 0.02% of the portfolio, ranked #104.

Kemnay Advisory Services first reported a position in CAT in Q3 2020 and has held it in 4 quarters since. The position peaked at $841K in Q4 2020. 3,735 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Kemnay Advisory Services held 149 shares of Caterpillar worth $106K as of Q1 2026.
  • Kemnay Advisory Services sold 37 Caterpillar shares in Q1 2026, an estimated $25.6K.
  • Caterpillar made up 0.02% of Kemnay Advisory Services's portfolio in Q1 2026, its #104 holding.
  • Kemnay Advisory Services first reported a position in Caterpillar in Q3 2020 and has held it in 4 quarters since.
  • Kemnay Advisory Services's Caterpillar position peaked at $841K in Q4 2020.
  • 3,735 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Kemnay Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.