Key Capital Management’s Caterpillar CAT Stock Holding History

Key Capital 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	$66K	Sell	62 -2	-3%	-$1.76K	0.03%	143
2026 Q1	$45.3K	Buy	64 +2	+3%	+$1.39K	0.03%	161
2025 Q4	$35.5K	Buy	+62	New	+$34.5K	0.04%	168

Other funds holding CAT

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Key Capital Management's CAT Position: Q2 2026 in Review

Key Capital Management reduced its Caterpillar (CAT) stake by 3.1% in Q2 2026, selling an estimated $1.76K and leaving 62 shares worth $66K. The position accounts for 0.03% of the portfolio, ranked #143.

Key Capital Management first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 2,537 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Key Capital Management held 62 shares of Caterpillar worth $66K as of Q2 2026.
Key Capital Management sold 2 Caterpillar shares in Q2 2026, an estimated $1.76K.
Caterpillar made up 0.03% of Key Capital Management's portfolio in Q2 2026, its #143 holding.
Key Capital Management first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
2,537 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.