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
Q2 		$733K Sell
688
-2,001
-74% -$1.76M 0.12% 146
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Key Financial Inc's CAT Position: Q2 2026 in Review

Key Financial Inc reduced its Caterpillar (CAT) stake by 74% in Q2 2026, selling an estimated $1.76M and leaving 688 shares worth $733K. The position accounts for 0.12% of the portfolio, ranked #146.

Key Financial Inc first reported a position in CAT in Q1 2020 and has held it in 24 quarters since. The position peaked at $1.91M in Q1 2026. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Key Financial Inc held 688 shares of Caterpillar worth $733K as of Q2 2026.
  • Key Financial Inc sold 2,001 Caterpillar shares in Q2 2026, an estimated $1.76M.
  • Caterpillar made up 0.12% of Key Financial Inc's portfolio in Q2 2026, its #146 holding.
  • Key Financial Inc first reported a position in Caterpillar in Q1 2020 and has held it in 24 quarters since.
  • Key Financial Inc's Caterpillar position peaked at $1.91M in Q1 2026.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.