KG&L Capital Management’s Caterpillar CAT Stock Holding History

KG&L Capital Management’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
2019 Q1	–	Sell	-900	Closed	-$25K	–	90
2018 Q4	$25K	Buy	+900	New	+$117K	0.03%	99

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

KG&L Capital Management's CAT Position: Q1 2026 in Review

KG&L Capital Management sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 1,621 shares — an estimated $893K sold.

KG&L Capital Management first reported a position in CAT in Q4 2018 and held it in 29 quarters. The position peaked at $3.09M in Q1 2022. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

KG&L Capital Management reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
KG&L Capital Management sold 1,621 Caterpillar shares in Q1 2026, an estimated $893K.
KG&L Capital Management first reported a position in Caterpillar in Q4 2018 and held it in 29 quarters.
KG&L Capital Management's Caterpillar position peaked at $3.09M in Q1 2022.
3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on KG&L Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.