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
2020
Q4 		– Sell
-200
Closed -$30K – 158
2020
Q3 		$30K Buy
+200
New +$28.1K 0.02% 147

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.