KMG Fiduciary Partners’s Caterpillar CAT Stock Holding History

KMG Fiduciary Partners’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	$1.63M	Sell	1,530 -6,568	-81%	-$5.77M	0.15%	100
2026 Q1	$5.74M	Sell	8,098 -101	-1%	-$70K	0.42%	65
2025 Q4	$4.7M	Sell	8,199 -926	-10%	-$515K	0.33%	72
2025 Q3	$4.35M	Buy	9,125 +10	+0.1%	+$4.27K	0.29%	82
2025 Q2	$3.54M	Buy	9,115 +231	+3%	+$77K	0.26%	92
2025 Q1	$2.93M	Buy	8,884 +4,794	+117%	+$1.71M	0.24%	96
2024 Q4	$1.48M	Sell	4,090 -6,322	-61%	-$2.45M	0.12%	152
2024 Q3	$4.07M	Buy	10,412 +236	+2%	+$81.5K	0.35%	72
2024 Q2	$3.39M	Buy	10,176 +157	+2%	+$54.4K	0.33%	72
2024 Q1	$3.67M	Sell	10,019 -8,295	-45%	-$2.65M	0.38%	64
2023 Q4	$5.41M	Buy	18,314 +3	+0%	+$778	0.63%	41
2023 Q3	$5M	Buy	18,311 +396	+2%	+$107K	0.66%	38
2023 Q2	$4.41M	Buy	17,915 +1,766	+11%	+$394K	0.57%	47
2023 Q1	$3.7M	Buy	16,149 +648	+4%	+$157K	0.53%	51
2022 Q4	$3.71M	Buy	15,501 +882	+6%	+$192K	0.61%	50
2022 Q3	$2.4M	Buy	14,619 +561	+4%	+$102K	0.46%	61
2022 Q2	$2.51M	Buy	14,058 +649	+5%	+$137K	0.47%	55
2022 Q1	$2.99M	Buy	13,409 +2,917	+28%	+$612K	0.48%	52
2021 Q4	$2.17M	Buy	10,492 +8,255	+369%	+$1.66M	0.34%	76
2021 Q3	$429K	Buy	2,237 +445	+25%	+$92.7K	0.07%	143
2021 Q2	$390K	Buy	1,792 +225	+14%	+$52K	0.07%	148
2021 Q1	$363K	Buy	+1,567	New	+$324K	0.07%	139

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

KMG Fiduciary Partners's CAT Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its Caterpillar (CAT) stake by 81% in Q2 2026, selling an estimated $5.77M and leaving 1,530 shares worth $1.63M. The position accounts for 0.15% of the portfolio, ranked #100.

KMG Fiduciary Partners first reported a position in CAT in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.74M in Q1 2026. 671 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

KMG Fiduciary Partners held 1,530 shares of Caterpillar worth $1.63M as of Q2 2026.
KMG Fiduciary Partners sold 6,568 Caterpillar shares in Q2 2026, an estimated $5.77M.
Caterpillar made up 0.15% of KMG Fiduciary Partners's portfolio in Q2 2026, its #100 holding.
KMG Fiduciary Partners first reported a position in Caterpillar in Q1 2021 and has held it in 22 quarters since.
KMG Fiduciary Partners's Caterpillar position peaked at $5.74M in Q1 2026.
671 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.