Kovitz Investment Group Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.54M | Buy |
8,962
+5,283
| +144% | +$4.64M | 0.21% | 101 |
|
|
2026
Q1 | $2.61M | Sell |
3,679
-100
| -3% | -$69.3K | 0.06% | 196 |
|
|
2025
Q4 | $2.16M | Sell |
3,779
-65,220
| -95% | -$36.2M | 0.05% | 226 |
|
|
2025
Q3 | $32.9M | Sell |
68,999
-2,940
| -4% | -$1.26M | 0.13% | 152 |
|
|
2025
Q2 | $27.9M | Buy |
71,939
+17,084
| +31% | +$5.69M | 0.12% | 154 |
|
|
2025
Q1 | $18.1M | Sell |
54,855
-650
| -1% | -$232K | 0.09% | 185 |
|
|
2024
Q4 | $20.1M | Sell |
55,505
-57,539
| -51% | -$22.3M | 0.1% | 170 |
|
|
2024
Q3 | $41.8M | Buy |
113,044
+4,779
| +4% | +$1.65M | 0.3% | 75 |
|
|
2024
Q2 | $36.1M | Buy |
108,265
+60,134
| +125% | +$20.9M | 0.31% | 55 |
|
|
2024
Q1 | $17.6M | Sell |
48,131
-10,551
| -18% | -$3.37M | 0.22% | 65 |
|
|
2023
Q4 | $17.4M | Sell |
58,682
-1,547
| -3% | -$401K | 0.29% | 42 |
|
|
2023
Q3 | $16.4M | Sell |
60,229
-1,392
| -2% | -$378K | 0.3% | 43 |
|
|
2023
Q2 | $15.2M | Sell |
61,621
-220
| -0.4% | -$49.1K | 0.22% | 51 |
|
|
2023
Q1 | $14.2M | Sell |
61,841
-3,908
| -6% | -$945K | 0.25% | 56 |
|
|
2022
Q4 | $15.8M | Sell |
65,749
-5,136
| -7% | -$1.12M | 0.31% | 51 |
|
|
2022
Q3 | $11.6M | Buy |
70,885
+14,223
| +25% | +$2.6M | 0.27% | 52 |
|
|
2022
Q2 | $10.1M | Sell |
56,662
-17,711
| -24% | -$3.73M | 0.22% | 68 |
|
|
2022
Q1 | $16.6M | Buy |
74,373
+4,245
| +6% | +$890K | 0.32% | 46 |
|
|
2021
Q4 | $12.8M | Sell |
70,128
-6,146
| -8% | -$1.24M | 0.3% | 49 |
|
|
2021
Q3 | $14.6M | Buy |
76,274
+29,053
| +62% | +$6.05M | 0.29% | 49 |
|
|
2021
Q2 | $10.3M | Sell |
47,221
-450
| -0.9% | -$104K | 0.2% | 71 |
|
|
2021
Q1 | $11.1M | Sell |
47,671
-22,456
| -32% | -$4.65M | 0.26% | 61 |
|
|
2020
Q4 | $12.8M | Buy |
70,127
+14,713
| +27% | +$2.5M | 0.31% | 49 |
|
|
2020
Q3 | $8.27M | Sell |
55,414
-520
| -0.9% | -$73K | 0.23% | 70 |
|
|
2020
Q2 | $7.08M | Buy |
55,934
+226
| +0.4% | +$26.8K | 0.22% | 74 |
|
|
2020
Q1 | $6.46M | Sell |
55,708
-5,599
| -9% | -$715K | 0.23% | 70 |
|
|
2019
Q4 | $9.05M | Sell |
61,307
-844
| -1% | -$118K | 0.26% | 65 |
|
|
2019
Q3 | $7.85M | Sell |
62,151
-1,156
| -2% | -$147K | 0.25% | 70 |
|
|
2019
Q2 | $8.63M | Sell |
63,307
-455
| -0.7% | -$60.1K | 0.27% | 61 |
|
|
2019
Q1 | $8.64M | Buy |
63,762
+4,090
| +7% | +$543K | 0.27% | 59 |
|
|
2018
Q4 | $7.58M | Buy |
59,672
+57,823
| +3,127% | +$7.52M | 0.3% | 55 |
|
|
2018
Q3 | $282K | Buy |
+1,849
| New | +$262K | 0.01% | 135 |
|
|
2017
Q1 | – | Sell |
-4,300
| Closed | -$399K | – | 134 |
|
|
2016
Q4 | $399K | Sell |
4,300
-1,626
| -27% | -$147K | 0.02% | 98 |
|
|
2016
Q3 | $526K | Hold |
5,926
| – | – | 0.03% | 96 |
|
|
2016
Q2 | $449K | Sell |
5,926
-163
| -3% | -$12.2K | 0.03% | 101 |
|
|
2016
Q1 | $466K | Buy |
+6,089
| New | +$408K | 0.03% | 104 |
|
Other funds holding CAT
Kovitz Investment Group Partners's CAT Position: Q2 2026 in Review
Kovitz Investment Group Partners increased its Caterpillar (CAT) stake by 144% in Q2 2026, buying an estimated $4.64M and bringing the position to 8,962 shares worth $9.54M. The position accounts for 0.21% of the portfolio, ranked #101.
Kovitz Investment Group Partners first reported a position in CAT in Q1 2016 and has held it in 36 quarters since. The position peaked at $41.8M in Q3 2024. 4,050 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Kovitz Investment Group Partners held 8,962 shares of Caterpillar worth $9.54M as of Q2 2026.
- Kovitz Investment Group Partners bought 5,283 Caterpillar shares in Q2 2026, an estimated $4.64M.
- Caterpillar made up 0.21% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #101 holding.
- Kovitz Investment Group Partners first reported a position in Caterpillar in Q1 2016 and has held it in 36 quarters since.
- Kovitz Investment Group Partners's Caterpillar position peaked at $41.8M in Q3 2024.
- 4,050 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.