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 Q3	$783K	Sell	965 -67	-6%	-$56.8K	0.18%	58
2026 Q2	$1.1M	Sell	1,032 -654	-39%	-$575K	0.26%	47
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

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

KFA Private Wealth Group's CAT Position: Q3 2026 in Review

KFA Private Wealth Group reduced its Caterpillar (CAT) stake by 6.5% in Q3 2026, selling an estimated $56.8K and leaving 965 shares worth $783K. The position accounts for 0.18% of the portfolio, ranked #58.

KFA Private Wealth Group first reported a position in CAT in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.19M in Q1 2026. 836 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

KFA Private Wealth Group held 965 shares of Caterpillar worth $783K as of Q3 2026.
KFA Private Wealth Group sold 67 Caterpillar shares in Q3 2026, an estimated $56.8K.
Caterpillar made up 0.18% of KFA Private Wealth Group's portfolio in Q3 2026, its #58 holding.
KFA Private Wealth Group first reported a position in Caterpillar in Q3 2024 and has held it in 9 quarters since.
KFA Private Wealth Group's Caterpillar position peaked at $1.19M in Q1 2026.
836 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.