KFGK
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Keystone Financial Group (Kentucky)’s Caterpillar CAT Stock Holding History

Keystone Financial Group (Kentucky)’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 		$3.33M Buy
3,127
+49
+2% +$43K 0.2% 97
2026
Q1 		$2.18M Buy
3,078
+543
+21% +$376K 0.15% 122
2025
Q4 		$1.45M Buy
2,535
+88
+4% +$48.9K 0.11% 134
2025
Q3 		$1.17M Buy
2,447
+1,601
+189% +$683K 0.09% 147
2025
Q2 		$328K Sell
846
-40
-5% -$13.3K 0.03% 301
2025
Q1 		$292K Sell
886
-60
-6% -$21.4K 0.03% 298
2024
Q4 		$343K Buy
946
+1
+0.1% +$388 0.03% 274
2024
Q3 		$370K Hold
945
– – 0.05% 244
2024
Q2 		$315K Sell
945
-16
-2% -$5.55K 0.11% 120
2024
Q1 		$352K Buy
+961
New +$307K 0.05% 230
2023
Q4 		– Sell
-808
Closed -$221K – 299
2023
Q3 		$221K Buy
+808
New +$219K 0.04% 264
2022
Q4 		$221K Buy
+921
New +$200K 0.04% 254
2022
Q2 		– Sell
-943
Closed -$210K – 293
2022
Q1 		$210K Buy
+943
New +$198K 0.04% 278
2021
Q2 		– Sell
-882
Closed -$205K – 291
2021
Q1 		$205K Buy
+882
New +$183K 0.04% 272

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

Keystone Financial Group (Kentucky)'s CAT Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its Caterpillar (CAT) stake by 1.6% in Q2 2026, buying an estimated $43K and bringing the position to 3,127 shares worth $3.33M. The position accounts for 0.2% of the portfolio, ranked #97.

Keystone Financial Group (Kentucky) first reported a position in CAT in Q1 2021 and has held it in 14 quarters since. 4,050 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 3,127 shares of Caterpillar worth $3.33M as of Q2 2026.
  • Keystone Financial Group (Kentucky) bought 49 Caterpillar shares in Q2 2026, an estimated $43K.
  • Caterpillar made up 0.2% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #97 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Caterpillar in Q1 2021 and has held it in 14 quarters since.
  • 4,050 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.