KCP
CAT icon

Kera Capital Partners’s Caterpillar CAT Stock Holding History

Kera Capital Partners’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 		$639K Buy
903
+17
+2% +$11.8K 0.08% 168
2025
Q4 		$582K Buy
886
+352
+66% +$196K 0.07% 193
2025
Q3 		$255K Buy
+534
New +$228K 0.04% 340
2025
Q1 		– Sell
-650
Closed -$236K – 194
2024
Q4 		$236K Buy
+650
New +$252K 0.07% 111

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

Kera Capital Partners's CAT Position: Q1 2026 in Review

Kera Capital Partners increased its Caterpillar (CAT) stake by 1.9% in Q1 2026, buying an estimated $11.8K and bringing the position to 903 shares worth $639K. The position accounts for 0.08% of the portfolio, ranked #168.

Kera Capital Partners first reported a position in CAT in Q4 2024 and has held it in 4 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Kera Capital Partners held 903 shares of Caterpillar worth $639K as of Q1 2026.
  • Kera Capital Partners bought 17 Caterpillar shares in Q1 2026, an estimated $11.8K.
  • Caterpillar made up 0.08% of Kera Capital Partners's portfolio in Q1 2026, its #168 holding.
  • Kera Capital Partners first reported a position in Caterpillar in Q4 2024 and has held it in 4 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Kera Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.