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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
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 $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

KLCM Advisors's CAT Position: Q1 2026 in Review

KLCM Advisors reduced its Caterpillar (CAT) stake by 17% in Q1 2026, selling an estimated $929K and leaving 6,784 shares worth $4.81M. The position accounts for 0.41% of the portfolio, ranked #45.

KLCM Advisors first reported a position in CAT in Q1 2015 and has held it in 24 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • KLCM Advisors held 6,784 shares of Caterpillar worth $4.81M as of Q1 2026.
  • KLCM Advisors sold 1,341 Caterpillar shares in Q1 2026, an estimated $929K.
  • Caterpillar made up 0.41% of KLCM Advisors's portfolio in Q1 2026, its #45 holding.
  • KLCM Advisors first reported a position in Caterpillar in Q1 2015 and has held it in 24 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on KLCM Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.