KCFA
CAT icon

Key Client Fiduciary Advisors’s Caterpillar CAT Stock Holding History

Key Client Fiduciary Advisors’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 		$988K Buy
928
+1
+0.1% +$878 0.29% 71
2026
Q1 		$657K Buy
927
+21
+2% +$14.5K 0.22% 94
2025
Q4 		$519K Buy
906
+2
+0.2% +$1.11K 0.18% 114
2025
Q3 		$431K Sell
904
-8
-0.9% -$3.42K 0.14% 130
2025
Q2 		$354K Sell
912
-33
-3% -$11K 0.14% 140
2025
Q1 		$312K Buy
945
+6
+0.6% +$2.14K 0.14% 146
2024
Q4 		$341K Buy
939
+43
+5% +$16.7K 0.15% 136
2024
Q3 		$350K Buy
896
+172
+24% +$59.4K 0.16% 135
2024
Q2 		$241K Buy
724
+37
+5% +$12.8K 0.12% 157
2024
Q1 		$252K Sell
687
-11
-2% -$3.52K 0.13% 147
2023
Q4 		$206K Buy
+698
New +$181K 0.12% 163

Other funds holding CAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return