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
Q2 		$888K Sell
834
-69
-8% -$60.6K 0.09% 151
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Kera Capital Partners's CAT Position: Q2 2026 in Review

Kera Capital Partners reduced its Caterpillar (CAT) stake by 7.6% in Q2 2026, selling an estimated $60.6K and leaving 834 shares worth $888K. The position accounts for 0.09% of the portfolio, ranked #151.

Kera Capital Partners first reported a position in CAT in Q4 2024 and has held it in 5 quarters since. 4,063 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Kera Capital Partners held 834 shares of Caterpillar worth $888K as of Q2 2026.
  • Kera Capital Partners sold 69 Caterpillar shares in Q2 2026, an estimated $60.6K.
  • Caterpillar made up 0.09% of Kera Capital Partners's portfolio in Q2 2026, its #151 holding.
  • Kera Capital Partners first reported a position in Caterpillar in Q4 2024 and has held it in 5 quarters since.
  • 4,063 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Kera Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.