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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
Q2 		$1.76M Buy
1,649
+388
+31% +$341K 0.33% 71
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 $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 Wealth Services's CAT Position: Q2 2026 in Review

Keystone Wealth Services increased its Caterpillar (CAT) stake by 31% in Q2 2026, buying an estimated $341K and bringing the position to 1,649 shares worth $1.76M. The position accounts for 0.33% of the portfolio, ranked #71.

Keystone Wealth Services first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. 4,063 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Keystone Wealth Services held 1,649 shares of Caterpillar worth $1.76M as of Q2 2026.
  • Keystone Wealth Services bought 388 Caterpillar shares in Q2 2026, an estimated $341K.
  • Caterpillar made up 0.33% of Keystone Wealth Services's portfolio in Q2 2026, its #71 holding.
  • Keystone Wealth Services first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
  • 4,063 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.