KMWM
CAT icon

Keudell/Morrison Wealth Management’s Caterpillar CAT Stock Holding History

Keudell/Morrison Wealth 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 		$4.29M Sell
4,025
-40
-1% -$35.1K 0.81% 25
2026
Q1 		$2.88M Sell
4,065
-1,918
-32% -$1.33M 0.59% 35
2025
Q4 		$3.43M Buy
+5,983
New +$3.33M 0.72% 29
2025
Q2 		$2.32M Sell
5,978
-174
-3% -$58K 0.51% 38
2025
Q1 		$2.03M Buy
6,152
+179
+3% +$63.8K 0.48% 41
2024
Q4 		$2.17M Buy
5,973
+1
+0% +$388 0.56% 36
2024
Q3 		$2.34M Hold
5,972
– – 0.63% 33
2024
Q2 		$1.99M Hold
5,972
– – 0.58% 38
2024
Q1 		$2.19M Sell
5,972
-15
-0.3% -$4.79K 0.66% 32
2023
Q4 		$1.77M Hold
5,987
– – 0.58% 33
2023
Q3 		$1.63M Hold
5,987
– – 0.5% 38
2023
Q2 		$1.47M Hold
5,987
– – 0.42% 43
2023
Q1 		$1.37M Sell
5,987
-132
-2% -$31.9K 0.4% 44
2022
Q4 		$1.47M Sell
6,119
-22
-0.4% -$4.79K 0.47% 42
2022
Q3 		$1.01M Buy
6,141
+178
+3% +$32.5K 0.38% 52
2022
Q2 		$1.07M Buy
5,963
+7
+0.1% +$1.48K 0.39% 55
2022
Q1 		$1.33M Hold
5,956
– – 0.55% 49
2021
Q4 		$1.23M Buy
5,956
+25
+0.4% +$5.03K 0.49% 52
2021
Q3 		$1.14M Buy
5,931
+165
+3% +$34.4K 0.49% 51
2021
Q2 		$1.25M Buy
5,766
+10
+0.2% +$2.31K 0.69% 48
2021
Q1 		$1.33M Buy
5,756
+119
+2% +$24.6K 0.77% 40
2020
Q4 		$1.03M Sell
5,637
-15
-0.3% -$2.54K 0.65% 48
2020
Q3 		$843K Sell
5,652
-1,000
-15% -$140K 0.54% 57
2020
Q2 		$841K Buy
6,652
+48
+0.7% +$5.69K 0.7% 49
2020
Q1 		$766K Buy
6,604
+177
+3% +$22.6K 0.75% 48
2019
Q4 		$949K Hold
6,427
– – 0.66% 49
2019
Q3 		$812K Sell
6,427
-450
-7% -$57.2K 0.67% 52
2019
Q2 		$831K Sell
6,877
-28
-0.4% -$3.7K 0.73% 45
2019
Q1 		$936K Buy
+6,905
New +$917K 0.82% 42

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Keudell/Morrison Wealth Management's CAT Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its Caterpillar (CAT) stake by 0.98% in Q2 2026, selling an estimated $35.1K and leaving 4,025 shares worth $4.29M. The position accounts for 0.81% of the portfolio, ranked #25.

Keudell/Morrison Wealth Management first reported a position in CAT in Q1 2019 and has held it in 29 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Keudell/Morrison Wealth Management held 4,025 shares of Caterpillar worth $4.29M as of Q2 2026.
  • Keudell/Morrison Wealth Management sold 40 Caterpillar shares in Q2 2026, an estimated $35.1K.
  • Caterpillar made up 0.81% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Keudell/Morrison Wealth Management first reported a position in Caterpillar in Q1 2019 and has held it in 29 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.