KA
CAT icon

KLCM Advisors’s Caterpillar CAT Stock Holding History

KLCM Advisors’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 		$7.23M Buy
6,786
+2
+0% +$1.76K 0.57% 37
2026
Q1 		$4.81M Sell
6,784
-1,341
-17% -$929K 0.41% 45
2025
Q4 		$4.65M Buy
8,125
+5,309
+189% +$2.95M 0.4% 48
2025
Q3 		$1.34M Buy
2,816
+18
+0.6% +$7.68K 0.13% 77
2025
Q2 		$1.09M Buy
2,798
+21
+0.8% +$7K 0.12% 80
2025
Q1 		$916K Hold
2,777
– – 0.11% 87
2024
Q4 		$1.01M Sell
2,777
-367
-12% -$142K 0.12% 80
2024
Q3 		$1.23M Buy
3,144
+200
+7% +$69.1K 0.15% 70
2024
Q2 		$981K Hold
2,944
– – 0.12% 72
2024
Q1 		$1.08M Sell
2,944
-103
-3% -$32.9K 0.14% 67
2023
Q4 		$901K Sell
3,047
-42
-1% -$10.9K 0.14% 73
2023
Q3 		$843K Buy
3,089
+1,432
+86% +$388K 0.16% 67
2023
Q2 		$408K Buy
1,657
+109
+7% +$24.3K 0.08% 92
2023
Q1 		$354K Sell
1,548
-534
-26% -$129K 0.07% 97
2022
Q4 		$499K Buy
2,082
+1
+0% +$218 0.1% 81
2022
Q3 		$341K Hold
2,081
– – 0.08% 92
2022
Q2 		$372K Sell
2,081
-755
-27% -$159K 0.08% 81
2022
Q1 		$632K Buy
2,836
+932
+49% +$195K 0.13% 65
2021
Q4 		$394K Buy
+1,904
New +$383K 0.09% 78
2019
Q4 		– Sell
-3,345
Closed -$423K – 108
2019
Q3 		$423K Hold
3,345
– – 0.11% 63
2019
Q2 		$456K Buy
3,345
+100
+3% +$13.2K 0.11% 57
2019
Q1 		$440K Buy
+3,245
New +$431K 0.11% 60
2016
Q2 		– Sell
-5,105
Closed -$391K – 81
2016
Q1 		$391K Buy
+5,105
New +$342K 0.14% 49
2015
Q3 		– Sell
-8,280
Closed -$702K – 82
2015
Q2 		$702K Buy
8,280
+2,440
+42% +$210K 0.18% 40
2015
Q1 		$467K Buy
+5,840
New +$485K 0.13% 45

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

KLCM Advisors's CAT Position: Q2 2026 in Review

KLCM Advisors increased its Caterpillar (CAT) stake by 0.03% in Q2 2026, buying an estimated $1.76K and bringing the position to 6,786 shares worth $7.23M. The position accounts for 0.57% of the portfolio, ranked #37.

KLCM Advisors first reported a position in CAT in Q1 2015 and has held it in 25 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • KLCM Advisors held 6,786 shares of Caterpillar worth $7.23M as of Q2 2026.
  • KLCM Advisors bought 2 Caterpillar shares in Q2 2026, an estimated $1.76K.
  • Caterpillar made up 0.57% of KLCM Advisors's portfolio in Q2 2026, its #37 holding.
  • KLCM Advisors first reported a position in Caterpillar in Q1 2015 and has held it in 25 quarters since.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on KLCM Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.