Kestra Private Wealth Services
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Kestra Private Wealth Services’s Caterpillar CAT Stock Holding History

Kestra Private Wealth Services’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
Q3 		$33.1M Buy
40,864
+3,841
+10% +$3.26M 0.35% 54
2026
Q2 		$39.4M Sell
37,023
-2,000
-5% -$1.76M 0.43% 41
2026
Q1 		$27.6M Sell
39,023
-2,297
-6% -$1.59M 0.34% 55
2025
Q4 		$23.7M Sell
41,320
-1,909
-4% -$1.06M 0.29% 71
2025
Q3 		$20.6M Sell
43,229
-5,435
-11% -$2.32M 0.27% 74
2025
Q2 		$18.9M Buy
48,664
+1,596
+3% +$532K 0.27% 74
2025
Q1 		$15.5M Buy
47,068
+1,829
+4% +$651K 0.26% 83
2024
Q4 		$16.4M Buy
45,239
+12,756
+39% +$4.95M 0.28% 76
2024
Q3 		$12.7M Sell
32,483
-8,815
-21% -$3.04M 0.23% 95
2024
Q2 		$13.8M Buy
41,298
+12,621
+44% +$4.38M 0.28% 78
2024
Q1 		$10.5M Sell
28,677
-4,197
-13% -$1.34M 0.24% 102
2023
Q4 		$9.7M Buy
32,874
+2,459
+8% +$638K 0.25% 98
2023
Q3 		$8.3M Buy
30,415
+2,337
+8% +$634K 0.26% 94
2023
Q2 		$6.91M Buy
28,078
+2,729
+11% +$608K 0.24% 107
2023
Q1 		$5.8M Sell
25,349
-738
-3% -$178K 0.23% 112
2022
Q4 		$6.25M Sell
26,087
-3,189
-11% -$694K 0.32% 86
2022
Q3 		$4.8M Buy
29,276
+516
+2% +$94.3K 0.28% 96
2022
Q2 		$5.14M Buy
28,760
+165
+0.6% +$34.8K 0.29% 91
2022
Q1 		$6.37M Buy
28,595
+748
+3% +$157K 0.32% 76
2021
Q4 		$5.76M Buy
27,847
+3,427
+14% +$690K 0.28% 85
2021
Q3 		$4.69M Buy
24,420
+2,327
+11% +$485K 0.26% 90
2021
Q2 		$4.81M Buy
22,093
+2,353
+12% +$543K 0.29% 78
2021
Q1 		$4.58M Sell
19,740
-536
-3% -$111K 0.32% 75
2020
Q4 		$3.65M Sell
20,276
-51
-0.3% -$8.65K 0.27% 92
2020
Q3 		$3.03M Buy
+20,327
New +$2.86M 0.26% 90

Other funds holding CAT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Kestra Private Wealth Services's CAT Position: Q3 2026 in Review

Kestra Private Wealth Services increased its Caterpillar (CAT) stake by 10% in Q3 2026, buying an estimated $3.26M and bringing the position to 40,864 shares worth $33.1M. The position accounts for 0.35% of the portfolio, ranked #54.

Kestra Private Wealth Services first reported a position in CAT in Q3 2020 and has held it in 25 quarters since. The position peaked at $39.4M in Q2 2026. 2,153 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Kestra Private Wealth Services held 40,864 shares of Caterpillar worth $33.1M as of Q3 2026.
  • Kestra Private Wealth Services bought 3,841 Caterpillar shares in Q3 2026, an estimated $3.26M.
  • Caterpillar made up 0.35% of Kestra Private Wealth Services's portfolio in Q3 2026, its #54 holding.
  • Kestra Private Wealth Services first reported a position in Caterpillar in Q3 2020 and has held it in 25 quarters since.
  • Kestra Private Wealth Services's Caterpillar position peaked at $39.4M in Q2 2026.
  • 2,153 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.