KFI
CAT icon

Key Financial Inc’s Caterpillar CAT Stock Holding History

Key Financial Inc’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
Q1 		$1.91M Buy
2,689
+71
+3% +$49.2K 0.34% 60
2025
Q4 		$1.5M Sell
2,618
-50
-2% -$27.8K 0.27% 67
2025
Q3 		$1.28M Sell
2,668
-100
-4% -$42.7K 0.24% 81
2025
Q2 		$1.07M Buy
2,768
+30
+1% +$10K 0.22% 89
2025
Q1 		$903K Hold
2,738
– – 0.2% 94
2024
Q4 		$993K Sell
2,738
-16
-0.6% -$6.21K 0.23% 81
2024
Q3 		$1.08M Buy
2,754
+12
+0.4% +$4.14K 0.24% 75
2024
Q2 		$913K Hold
2,742
– – 0.22% 81
2024
Q1 		$1M Hold
2,742
– – 0.26% 71
2023
Q4 		$811K Hold
2,742
– – 0.22% 86
2023
Q3 		$749K Hold
2,742
– – 0.25% 79
2023
Q2 		$675K Buy
2,742
+17
+0.6% +$3.79K 0.22% 88
2023
Q1 		$624K Hold
2,725
– – 0.23% 85
2022
Q4 		$447K Hold
2,725
– – 0.21% 93
2022
Q3 		$447K Buy
2,725
+2,100
+336% +$384K 0.21% 93
2022
Q2 		$111K Hold
625
– – 0.06% 223
2022
Q1 		$139K Buy
625
+300
+92% +$62.9K 0.07% 208
2021
Q4 		$67K Hold
325
– – 0.03% 302
2021
Q3 		$62K Sell
325
-50
-13% -$10.4K 0.04% 308
2021
Q2 		$78K Buy
375
+125
+50% +$28.9K 0.04% 275
2021
Q1 		$58K Buy
250
+17
+7% +$3.52K 0.04% 257
2020
Q4 		$42K Buy
+233
New +$39.5K 0.03% 270
2020
Q2 		– Sell
-333
Closed -$38K – 173
2020
Q1 		$38K Buy
+333
New +$42.5K 0.04% 244

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Key Financial Inc's CAT Position: Q1 2026 in Review

Key Financial Inc increased its Caterpillar (CAT) stake by 2.7% in Q1 2026, buying an estimated $49.2K and bringing the position to 2,689 shares worth $1.91M. The position accounts for 0.34% of the portfolio, ranked #60.

Key Financial Inc first reported a position in CAT in Q1 2020 and has held it in 23 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Key Financial Inc held 2,689 shares of Caterpillar worth $1.91M as of Q1 2026.
  • Key Financial Inc bought 71 Caterpillar shares in Q1 2026, an estimated $49.2K.
  • Caterpillar made up 0.34% of Key Financial Inc's portfolio in Q1 2026, its #60 holding.
  • Key Financial Inc first reported a position in Caterpillar in Q1 2020 and has held it in 23 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.