Kovitz Investment Group Partners
CAT icon

Kovitz Investment Group Partners’s Caterpillar CAT Stock Holding History

Kovitz Investment Group 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
2020
Q1 		– Sell
-194
Closed -$14K – 365
2019
Q4 		$14K Buy
+194
New +$27.1K ﹤0.01% 366
2018
Q4 		– Sell
-510
Closed -$263K – 256
2018
Q3 		$263K Buy
+510
New +$72.1K 0.01% 138

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State Farm Mutual Automobile Insurance
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Vanguard Portfolio Management
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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

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.