KWS
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Keystone Wealth Services’s Caterpillar CAT Stock Holding History

Keystone Wealth Services’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 		$893K Sell
1,261
-220
-15% -$152K 0.19% 129
2025
Q4 		$848K Buy
1,481
+5
+0.3% +$2.78K 0.18% 101
2025
Q3 		$704K Sell
1,476
-105
-7% -$44.8K 0.15% 145
2025
Q2 		$614K Buy
1,581
+6
+0.4% +$2K 0.15% 156
2025
Q1 		$520K Buy
1,575
+125
+9% +$44.5K 0.14% 150
2024
Q4 		$526K Sell
1,450
-107
-7% -$41.5K 0.14% 147
2024
Q3 		$609K Buy
1,557
+108
+7% +$37.3K 0.17% 123
2024
Q2 		$483K Buy
1,449
+780
+117% +$270K 0.15% 133
2024
Q1 		$245K Buy
+669
New +$214K 0.08% 192

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 Wealth Services's CAT Position: Q1 2026 in Review

Keystone Wealth Services reduced its Caterpillar (CAT) stake by 15% in Q1 2026, selling an estimated $152K and leaving 1,261 shares worth $893K. The position accounts for 0.19% of the portfolio, ranked #129.

Keystone Wealth Services first reported a position in CAT in Q1 2024 and has held it in 9 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Keystone Wealth Services held 1,261 shares of Caterpillar worth $893K as of Q1 2026.
  • Keystone Wealth Services sold 220 Caterpillar shares in Q1 2026, an estimated $152K.
  • Caterpillar made up 0.19% of Keystone Wealth Services's portfolio in Q1 2026, its #129 holding.
  • Keystone Wealth Services first reported a position in Caterpillar in Q1 2024 and has held it in 9 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.