KIM
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Kestra Investment Management’s Caterpillar CAT Stock Holding History

Kestra Investment 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
Q2 		$1.99M Sell
1,866
-578
-24% -$508K 0.04% 142
2026
Q1 		$1.73M Sell
2,444
-260
-10% -$180K 0.03% 148
2025
Q4 		$1.55M Sell
2,704
-69
-2% -$38.4K 0.04% 151
2025
Q3 		$1.32M Sell
2,773
-517
-16% -$221K 0.04% 168
2025
Q2 		$1.28M Buy
3,290
+1,230
+60% +$410K 0.04% 158
2025
Q1 		$679K Buy
2,060
+737
+56% +$263K 0.02% 226
2024
Q4 		$480K Buy
1,323
+318
+32% +$123K 0.02% 237
2024
Q3 		$393K Buy
+1,005
New +$347K 0.02% 233

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Kestra Investment Management's CAT Position: Q2 2026 in Review

Kestra Investment Management reduced its Caterpillar (CAT) stake by 24% in Q2 2026, selling an estimated $508K and leaving 1,866 shares worth $1.99M. The position accounts for 0.04% of the portfolio, ranked #142.

Kestra Investment Management first reported a position in CAT in Q3 2024 and has held it in 8 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Kestra Investment Management held 1,866 shares of Caterpillar worth $1.99M as of Q2 2026.
  • Kestra Investment Management sold 578 Caterpillar shares in Q2 2026, an estimated $508K.
  • Caterpillar made up 0.04% of Kestra Investment Management's portfolio in Q2 2026, its #142 holding.
  • Kestra Investment Management first reported a position in Caterpillar in Q3 2024 and has held it in 8 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.