KW
CAT icon

Keyvantage Wealth’s Caterpillar CAT Stock Holding History

Keyvantage Wealth’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 		$534K Buy
+501
New +$440K 0.2% 56

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

Keyvantage Wealth's CAT Position: Q2 2026 in Review

Keyvantage Wealth opened a new position in Caterpillar (CAT) in Q2 2026: 501 shares worth $534K. The stake represents 0.2% of the portfolio and ranks #56 among its holdings.

4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Keyvantage Wealth held 501 shares of Caterpillar worth $534K as of Q2 2026.
  • Caterpillar was a new Keyvantage Wealth position in Q2 2026.
  • Caterpillar made up 0.2% of Keyvantage Wealth's portfolio in Q2 2026, its #56 holding.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Keyvantage Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.