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

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kovitz Investment Group Partners's CAT Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Caterpillar (CAT) stake by 2.6% in Q1 2026, selling an estimated $69.3K and leaving 3,679 shares worth $2.61M. The position accounts for 0.06% of the portfolio, ranked #196.

Kovitz Investment Group Partners first reported a position in CAT in Q1 2016 and has held it in 35 quarters since. The position peaked at $41.8M in Q3 2024. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Kovitz Investment Group Partners held 3,679 shares of Caterpillar worth $2.61M as of Q1 2026.
  • Kovitz Investment Group Partners sold 100 Caterpillar shares in Q1 2026, an estimated $69.3K.
  • Caterpillar made up 0.06% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #196 holding.
  • Kovitz Investment Group Partners first reported a position in Caterpillar in Q1 2016 and has held it in 35 quarters since.
  • Kovitz Investment Group Partners's Caterpillar position peaked at $41.8M in Q3 2024.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.