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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
Q2 		$213K Buy
+200
New +$176K ﹤0.01% 1674

Other funds holding CAT

ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Kestra Private Wealth Services's CAT Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Caterpillar (CAT) stake by 5.1% in Q2 2026, selling an estimated $1.76M and leaving 37,023 shares worth $39.4M. The position accounts for 0.43% of the portfolio, ranked #41.

Kestra Private Wealth Services first reported a position in CAT in Q3 2020 and has held it in 24 quarters since. 1,660 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Kestra Private Wealth Services held 37,023 shares of Caterpillar worth $39.4M as of Q2 2026.
  • Kestra Private Wealth Services sold 2,000 Caterpillar shares in Q2 2026, an estimated $1.76M.
  • Caterpillar made up 0.43% of Kestra Private Wealth Services's portfolio in Q2 2026, its #41 holding.
  • Kestra Private Wealth Services first reported a position in Caterpillar in Q3 2020 and has held it in 24 quarters since.
  • 1,660 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.