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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
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

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

KFA Private Wealth Group's CAT Position: Q2 2026 in Review

KFA Private Wealth Group reduced its Caterpillar (CAT) stake by 39% in Q2 2026, selling an estimated $575K and leaving 1,032 shares worth $1.1M. The position accounts for 0.26% of the portfolio, ranked #47.

KFA Private Wealth Group first reported a position in CAT in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.19M in Q1 2026. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • KFA Private Wealth Group held 1,032 shares of Caterpillar worth $1.1M as of Q2 2026.
  • KFA Private Wealth Group sold 654 Caterpillar shares in Q2 2026, an estimated $575K.
  • Caterpillar made up 0.26% of KFA Private Wealth Group's portfolio in Q2 2026, its #47 holding.
  • KFA Private Wealth Group first reported a position in Caterpillar in Q3 2024 and has held it in 8 quarters since.
  • KFA Private Wealth Group's Caterpillar position peaked at $1.19M in Q1 2026.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.