KG
CAT icon

Kieckhefer Group’s Caterpillar CAT Stock Holding History

Kieckhefer 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 		$2.5M Hold
2,350
– – 1.02% 20
2026
Q1 		$1.66M Buy
2,350
+150
+7% +$104K 0.79% 20
2025
Q4 		$1.26M Buy
+2,200
New +$1.22M 0.6% 22
2025
Q1 		– Sell
-200
Closed -$72.6K – 61
2024
Q4 		$72.6K Buy
+200
New +$77.6K 0.04% 66

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Kieckhefer Group's CAT Position: Q2 2026 in Review

Kieckhefer Group held its Caterpillar (CAT) position steady in Q2 2026 at 2,350 shares worth $2.5M. The position accounts for 1.02% of the portfolio, ranked #20.

Kieckhefer Group first reported a position in CAT in Q4 2024 and has held it in 4 quarters since. 1,552 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Kieckhefer Group held 2,350 shares of Caterpillar worth $2.5M as of Q2 2026.
  • Kieckhefer Group left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 1.02% of Kieckhefer Group's portfolio in Q2 2026, its #20 holding.
  • Kieckhefer Group first reported a position in Caterpillar in Q4 2024 and has held it in 4 quarters since.
  • 1,552 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Kieckhefer Group's 13F filing for Q2 2026, filed 21 Jul 2026.