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Kercheville Advisors’s Caterpillar CAT Stock Holding History

Kercheville Advisors’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 		$5.53M Buy
5,190
+2,325
+81% +$2.04M 1.68% 22
2026
Q1 		$2.03M Sell
2,865
-10
-0.3% -$6.93K 0.65% 34
2025
Q4 		$1.86M Buy
2,875
+10
+0.3% +$5.56K 0.49% 44
2025
Q3 		$1.37M Hold
2,865
– – 0.41% 45
2025
Q2 		$1.11M Buy
2,865
+253
+10% +$84.3K 0.38% 49
2025
Q1 		$861K Buy
2,612
+112
+4% +$39.9K 0.35% 49
2024
Q4 		$907K Hold
2,500
– – 0.35% 50
2024
Q3 		$978K Hold
2,500
– – 0.41% 45
2024
Q2 		$833K Hold
2,500
– – 0.36% 44
2024
Q1 		$916K Hold
2,500
– – 0.43% 40
2023
Q4 		$739K Hold
2,500
– – 0.42% 41
2023
Q3 		$683K Hold
2,500
– – 0.43% 40
2023
Q2 		$615K Hold
2,500
– – 0.37% 43
2023
Q1 		$572K Hold
2,500
– – 0.39% 40
2022
Q4 		$599K Sell
2,500
-700
-22% -$152K 0.41% 41
2022
Q3 		$525K Hold
3,200
– – 0.54% 40
2022
Q2 		$572K Sell
3,200
-975
-23% -$205K 0.38% 47
2022
Q1 		$930K Buy
4,175
+100
+2% +$21K 0.44% 50
2021
Q4 		$842K Sell
4,075
-125
-3% -$25.2K 0.37% 53
2021
Q3 		$806K Buy
4,200
+30
+0.7% +$6.25K 0.38% 59
2021
Q2 		$908K Buy
4,170
+770
+23% +$178K 0.42% 57
2021
Q1 		$788K Hold
3,400
– – 0.4% 57
2020
Q4 		$618K Buy
+3,400
New +$577K 0.34% 63

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

Kercheville Advisors's CAT Position: Q2 2026 in Review

Kercheville Advisors increased its Caterpillar (CAT) stake by 81% in Q2 2026, buying an estimated $2.04M and bringing the position to 5,190 shares worth $5.53M. The position accounts for 1.68% of the portfolio, ranked #22.

Kercheville Advisors first reported a position in CAT in Q4 2020 and has held it in 23 quarters since. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Kercheville Advisors held 5,190 shares of Caterpillar worth $5.53M as of Q2 2026.
  • Kercheville Advisors bought 2,325 Caterpillar shares in Q2 2026, an estimated $2.04M.
  • Caterpillar made up 1.68% of Kercheville Advisors's portfolio in Q2 2026, its #22 holding.
  • Kercheville Advisors first reported a position in Caterpillar in Q4 2020 and has held it in 23 quarters since.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Kercheville Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.