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
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 $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

Keystone Financial Group (Kentucky)'s CAT Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its Caterpillar (CAT) stake by 21% in Q1 2026, buying an estimated $376K and bringing the position to 3,078 shares worth $2.18M. The position accounts for 0.15% of the portfolio, ranked #122.

Keystone Financial Group (Kentucky) first reported a position in CAT in Q1 2021 and has held it in 13 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 3,078 shares of Caterpillar worth $2.18M as of Q1 2026.
  • Keystone Financial Group (Kentucky) bought 543 Caterpillar shares in Q1 2026, an estimated $376K.
  • Caterpillar made up 0.15% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #122 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Caterpillar in Q1 2021 and has held it in 13 quarters since.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.