Key Client Fiduciary Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
Key Client Fiduciary Advisors's CAT Position: Q2 2026 in Review
Key Client Fiduciary Advisors increased its Caterpillar (CAT) stake by 0.11% in Q2 2026, buying an estimated $878 and bringing the position to 928 shares worth $988K. The position accounts for 0.29% of the portfolio, ranked #71.
Key Client Fiduciary Advisors first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Key Client Fiduciary Advisors held 928 shares of Caterpillar worth $988K as of Q2 2026.
- Key Client Fiduciary Advisors bought 1 Caterpillar share in Q2 2026, an estimated $878.
- Caterpillar made up 0.29% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #71 holding.
- Key Client Fiduciary Advisors first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
- 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.