KC
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Kinloch Capital’s Caterpillar CAT Stock Holding History

Kinloch Capital’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 		$4.3M Sell
6,068
-3,911
-39% -$2.71M 1.75% 23
2025
Q4 		$5.72M Sell
9,979
-79
-0.8% -$43.9K 2.46% 6
2025
Q3 		$4.8M Sell
10,058
-54
-0.5% -$23.1K 2.1% 10
2025
Q2 		$3.93M Buy
10,112
+120
+1% +$40K 1.83% 19
2025
Q1 		$3.3M Sell
9,992
-605
-6% -$216K 1.58% 41
2024
Q4 		$3.84M Buy
10,597
+262
+3% +$102K 1.93% 18
2024
Q3 		$4.04M Sell
10,335
-362
-3% -$125K 1.96% 18
2024
Q2 		$3.56M Sell
10,697
-212
-2% -$73.5K 1.86% 21
2024
Q1 		$4M Buy
10,909
+531
+5% +$170K 2.05% 12
2023
Q4 		$3.07M Sell
10,378
-347
-3% -$90K 1.95% 23
2023
Q3 		$2.93M Sell
10,725
-215
-2% -$58.3K 1.83% 25
2023
Q2 		$2.69M Sell
10,940
-119
-1% -$26.5K 1.6% 34
2023
Q1 		$2.53M Sell
11,059
-4,015
-27% -$971K 1.48% 39
2022
Q4 		$3.61M Buy
15,074
+445
+3% +$96.9K 2.1% 15
2022
Q3 		$2.4M Buy
14,629
+419
+3% +$76.5K 1.58% 29
2022
Q2 		$2.54M Buy
14,210
+421
+3% +$88.7K 1.64% 31
2022
Q1 		$3.07M Buy
13,789
+411
+3% +$86.2K 1.84% 22
2021
Q4 		$2.77M Buy
13,378
+2,532
+23% +$510K 1.71% 30
2021
Q3 		$2.08M Buy
10,846
+404
+4% +$84.1K 1.47% 41
2021
Q2 		$2.27M Buy
10,442
+136
+1% +$31.4K 1.63% 28
2021
Q1 		$2.39M Sell
10,306
-3,070
-23% -$636K 1.84% 18
2020
Q4 		$2.44M Buy
+13,376
New +$2.27M 2.06% 11

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

Kinloch Capital's CAT Position: Q1 2026 in Review

Kinloch Capital reduced its Caterpillar (CAT) stake by 39% in Q1 2026, selling an estimated $2.71M and leaving 6,068 shares worth $4.3M. The position accounts for 1.75% of the portfolio, ranked #23.

Kinloch Capital first reported a position in CAT in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.72M in Q4 2025. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Kinloch Capital held 6,068 shares of Caterpillar worth $4.3M as of Q1 2026.
  • Kinloch Capital sold 3,911 Caterpillar shares in Q1 2026, an estimated $2.71M.
  • Caterpillar made up 1.75% of Kinloch Capital's portfolio in Q1 2026, its #23 holding.
  • Kinloch Capital first reported a position in Caterpillar in Q4 2020 and has held it in 22 quarters since.
  • Kinloch Capital's Caterpillar position peaked at $5.72M in Q4 2025.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Kinloch Capital's 13F filing for Q1 2026, filed 15 May 2026.