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
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
-2,577
-48% -$1.1M 0.04% 168
2025
Q2 		$1.96M Buy
5,350
+3,290
+160% +$1.1M 0.03% 191
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 $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

Kestra Investment Management's CAT Position: Q1 2026 in Review

Kestra Investment Management reduced its Caterpillar (CAT) stake by 9.6% in Q1 2026, selling an estimated $180K and leaving 2,444 shares worth $1.73M. The position accounts for 0.03% of the portfolio, ranked #148.

Kestra Investment Management first reported a position in CAT in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.96M in Q2 2025. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Kestra Investment Management held 2,444 shares of Caterpillar worth $1.73M as of Q1 2026.
  • Kestra Investment Management sold 260 Caterpillar shares in Q1 2026, an estimated $180K.
  • Caterpillar made up 0.03% of Kestra Investment Management's portfolio in Q1 2026, its #148 holding.
  • Kestra Investment Management first reported a position in Caterpillar in Q3 2024 and has held it in 7 quarters since.
  • Kestra Investment Management's Caterpillar position peaked at $1.96M in Q2 2025.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.