Kendall Capital Management
CAT icon

Kendall Capital Management’s Caterpillar CAT Stock Holding History

Kendall Capital 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
Q3 		$336K Sell
415
-100
-19% -$84.8K 0.06% 190
2026
Q2 		$548K Sell
515
-5
-1% -$4.39K 0.09% 158
2026
Q1 		$368K Sell
520
-16
-3% -$11.1K 0.08% 176
2025
Q4 		$307K Buy
536
+36
+7% +$20K 0.06% 189
2025
Q3 		$239K Buy
+500
New +$213K 0.05% 214
2024
Q4 		– Sell
-714
Closed -$279K – 221
2024
Q3 		$279K Hold
714
– – 0.09% 189
2024
Q2 		$238K Hold
714
– – 0.08% 198
2024
Q1 		$262K Hold
714
– – 0.09% 189
2023
Q4 		$211K Buy
+714
New +$185K 0.08% 195

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State Farm Mutual Automobile Insurance
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Vanguard Portfolio Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Kendall Capital Management's CAT Position: Q3 2026 in Review

Kendall Capital Management reduced its Caterpillar (CAT) stake by 19% in Q3 2026, selling an estimated $84.8K and leaving 415 shares worth $336K. The position accounts for 0.06% of the portfolio, ranked #190.

Kendall Capital Management first reported a position in CAT in Q4 2023 and has held it in 9 quarters since. The position peaked at $548K in Q2 2026. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Kendall Capital Management held 415 shares of Caterpillar worth $336K as of Q3 2026.
  • Kendall Capital Management sold 100 Caterpillar shares in Q3 2026, an estimated $84.8K.
  • Caterpillar made up 0.06% of Kendall Capital Management's portfolio in Q3 2026, its #190 holding.
  • Kendall Capital Management first reported a position in Caterpillar in Q4 2023 and has held it in 9 quarters since.
  • Kendall Capital Management's Caterpillar position peaked at $548K in Q2 2026.
  • 3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Kendall Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.