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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kercheville Advisors's CAT Position: Q1 2026 in Review

Kercheville Advisors reduced its Caterpillar (CAT) stake by 0.35% in Q1 2026, selling an estimated $6.93K and leaving 2,865 shares worth $2.03M. The position accounts for 0.65% of the portfolio, ranked #34.

Kercheville Advisors first reported a position in CAT in Q4 2020 and has held it in 22 quarters since. 3,736 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Kercheville Advisors held 2,865 shares of Caterpillar worth $2.03M as of Q1 2026.
Kercheville Advisors sold 10 Caterpillar shares in Q1 2026, an estimated $6.93K.
Caterpillar made up 0.65% of Kercheville Advisors's portfolio in Q1 2026, its #34 holding.
Kercheville Advisors first reported a position in Caterpillar in Q4 2020 and has held it in 22 quarters since.
3,736 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Kercheville Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.