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Klingman & Associates’s Caterpillar CAT Stock Holding History

Klingman & Associates’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 		$3.07M Buy
2,885
+83
+3% +$72.9K 0.13% 69
2026
Q1 		$1.99M Buy
2,802
+88
+3% +$61K 0.1% 89
2025
Q4 		$1.55M Buy
2,714
+54
+2% +$30K 0.08% 99
2025
Q3 		$1.27M Buy
2,660
+38
+1% +$16.2K 0.06% 109
2025
Q2 		$1.02M Buy
2,622
+1,016
+63% +$339K 0.06% 115
2025
Q1 		$530K Buy
1,606
+903
+128% +$322K 0.03% 151
2024
Q4 		$255K Buy
703
+30
+4% +$11.6K 0.02% 224
2024
Q3 		$263K Buy
673
+15
+2% +$5.18K 0.02% 229
2024
Q2 		$219K Buy
658
+10
+2% +$3.47K 0.01% 230
2024
Q1 		$237K Buy
+648
New +$207K 0.02% 218
2016
Q4 		– Sell
-400
Closed -$36K – 134
2016
Q3 		$36K Hold
400
– – 0.01% 209
2016
Q2 		$30K Hold
400
– – 0.01% 231
2016
Q1 		$31K Hold
400
– – 0.01% 223
2015
Q4 		$27K Hold
400
– – 0.01% 246
2015
Q3 		$26K Hold
400
– – 0.01% 239
2015
Q2 		$34K Hold
400
– – 0.01% 206
2015
Q1 		$42K Hold
400
– – 0.02% 179
2014
Q4 		$42K Buy
+400
New +$38.9K 0.02% 186

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

Klingman & Associates's CAT Position: Q2 2026 in Review

Klingman & Associates increased its Caterpillar (CAT) stake by 3% in Q2 2026, buying an estimated $72.9K and bringing the position to 2,885 shares worth $3.07M. The position accounts for 0.13% of the portfolio, ranked #69.

Klingman & Associates first reported a position in CAT in Q4 2014 and has held it in 18 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Klingman & Associates held 2,885 shares of Caterpillar worth $3.07M as of Q2 2026.
  • Klingman & Associates bought 83 Caterpillar shares in Q2 2026, an estimated $72.9K.
  • Caterpillar made up 0.13% of Klingman & Associates's portfolio in Q2 2026, its #69 holding.
  • Klingman & Associates first reported a position in Caterpillar in Q4 2014 and has held it in 18 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.