KCM
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
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

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

Kendall Capital Management's CAT Position: Q1 2026 in Review

Kendall Capital Management reduced its Caterpillar (CAT) stake by 3% in Q1 2026, selling an estimated $11.1K and leaving 520 shares worth $368K. The position accounts for 0.08% of the portfolio, ranked #176.

Kendall Capital Management first reported a position in CAT in Q4 2023 and has held it in 7 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Kendall Capital Management held 520 shares of Caterpillar worth $368K as of Q1 2026.
  • Kendall Capital Management sold 16 Caterpillar shares in Q1 2026, an estimated $11.1K.
  • Caterpillar made up 0.08% of Kendall Capital Management's portfolio in Q1 2026, its #176 holding.
  • Kendall Capital Management first reported a position in Caterpillar in Q4 2023 and has held it in 7 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Kendall Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.