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Klingenstein Fields & Co’s Caterpillar CAT Stock Holding History

Klingenstein Fields & Co’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 		$2.84M Buy
2,671
+43
+2% +$37.8K 0.1% 89
2026
Q1 		$1.86M Buy
2,628
+2
+0.1% +$1.39K 0.07% 94
2025
Q4 		$1.5M Hold
2,626
– – 0.06% 98
2025
Q3 		$1.25M Hold
2,626
– – 0.05% 100
2025
Q2 		$1.02M Hold
2,626
– – 0.04% 98
2025
Q1 		$866K Sell
2,626
-17
-0.6% -$6.05K 0.04% 102
2024
Q4 		$959K Hold
2,643
– – 0.04% 98
2024
Q3 		$1.03M Hold
2,643
– – 0.04% 95
2024
Q2 		$880K Hold
2,643
– – 0.04% 98
2024
Q1 		$968K Sell
2,643
-60
-2% -$19.2K 0.04% 96
2023
Q4 		$799K Buy
2,703
+64
+2% +$16.6K 0.04% 102
2023
Q3 		$720K Buy
+2,639
New +$716K 0.04% 103
2020
Q1 		– Sell
-2,885
Closed -$426K – 174
2019
Q4 		$426K Sell
2,885
-2,668
-48% -$372K 0.02% 141
2019
Q3 		$701K Hold
5,553
– – 0.04% 120
2019
Q2 		$757K Sell
5,553
-5,547
-50% -$733K 0.04% 120
2019
Q1 		$1.5M Hold
11,100
– – 0.08% 102
2018
Q4 		$1.41M Hold
11,100
– – 0.06% 106
2018
Q3 		$1.69M Sell
11,100
-14,074
-56% -$1.99M 0.06% 106
2018
Q2 		$3.42M Hold
25,174
– – 0.13% 88
2018
Q1 		$3.71M Hold
25,174
– – 0.14% 89
2017
Q4 		$3.97M Hold
25,174
– – 0.15% 86
2017
Q3 		$3.14M Hold
25,174
– – 0.12% 90
2017
Q2 		$2.71M Buy
+25,174
New +$2.56M 0.11% 90
2014
Q2 		– Sell
-15,733
Closed -$1.56M – 254
2014
Q1 		$1.56M Sell
15,733
-8,860
-36% -$836K 0.07% 116
2013
Q4 		$2.23M Buy
24,593
+14,993
+156% +$1.28M 0.08% 123
2013
Q3 		$801K Sell
9,600
-121,148
-93% -$10.2M 0.03% 165
2013
Q2 		$10.8M Buy
+130,748
New +$11.1M 0.39% 74

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Klingenstein Fields & Co's CAT Position: Q2 2026 in Review

Klingenstein Fields & Co increased its Caterpillar (CAT) stake by 1.6% in Q2 2026, buying an estimated $37.8K and bringing the position to 2,671 shares worth $2.84M. The position accounts for 0.1% of the portfolio, ranked #89.

Klingenstein Fields & Co first reported a position in CAT in Q2 2013 and has held it in 27 quarters since. The position peaked at $10.8M in Q2 2013. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Klingenstein Fields & Co held 2,671 shares of Caterpillar worth $2.84M as of Q2 2026.
  • Klingenstein Fields & Co bought 43 Caterpillar shares in Q2 2026, an estimated $37.8K.
  • Caterpillar made up 0.1% of Klingenstein Fields & Co's portfolio in Q2 2026, its #89 holding.
  • Klingenstein Fields & Co first reported a position in Caterpillar in Q2 2013 and has held it in 27 quarters since.
  • Klingenstein Fields & Co's Caterpillar position peaked at $10.8M in Q2 2013.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Klingenstein Fields & Co's 13F filing for Q2 2026, filed 5 Aug 2026.