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KFA Private Wealth Group’s Caterpillar CAT Stock Holding History

KFA Private Wealth Group’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 		$1.19M Sell
1,686
-237
-12% -$164K 0.29% 46
2025
Q4 		$1.1M Sell
1,923
-1
-0.1% -$556 0.27% 47
2025
Q3 		$918K Sell
1,924
-231
-11% -$98.6K 0.26% 47
2025
Q2 		$837K Sell
2,155
-61
-3% -$20.3K 0.26% 48
2025
Q1 		$731K Buy
2,216
+813
+58% +$290K 0.26% 46
2024
Q4 		$509K Buy
1,403
+627
+81% +$243K 0.21% 44
2024
Q3 		$304K Buy
+776
New +$268K 0.14% 63

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

KFA Private Wealth Group's CAT Position: Q1 2026 in Review

KFA Private Wealth Group reduced its Caterpillar (CAT) stake by 12% in Q1 2026, selling an estimated $164K and leaving 1,686 shares worth $1.19M. The position accounts for 0.29% of the portfolio, ranked #46.

KFA Private Wealth Group first reported a position in CAT in Q3 2024 and has held it in 7 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • KFA Private Wealth Group held 1,686 shares of Caterpillar worth $1.19M as of Q1 2026.
  • KFA Private Wealth Group sold 237 Caterpillar shares in Q1 2026, an estimated $164K.
  • Caterpillar made up 0.29% of KFA Private Wealth Group's portfolio in Q1 2026, its #46 holding.
  • KFA Private Wealth Group first reported a position in Caterpillar in Q3 2024 and has held it in 7 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on KFA Private Wealth Group's 13F filing for Q1 2026, filed 20 Apr 2026.