KPP Advisory Services’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
$2.38M Sell
2,234
-17
-0.8% -$14.9K 0.3% 79
2026
Q1
$1.59M Sell
2,251
-11
-0.5% -$7.62K 0.23% 97
2025
Q4
$1.3M Sell
2,262
-26
-1% -$14.5K 0.19% 111
2025
Q3
$1.09M Buy
2,288
+30
+1% +$12.8K 0.16% 125
2025
Q2
$877K Buy
2,258
+74
+3% +$24.7K 0.14% 138
2025
Q1
$720K Buy
2,184
+1,602
+275% +$571K 0.14% 132
2024
Q4
$211K Sell
582
-8
-1% -$3.1K 0.05% 243
2024
Q3
$231K Buy
+590
New +$204K 0.06% 230
2024
Q2
Sell
-604
Closed -$221K 242
2024
Q1
$221K Buy
+604
New +$193K 0.06% 225

Other funds holding CAT

KPP Advisory Services's CAT Position: Q2 2026 in Review

KPP Advisory Services reduced its Caterpillar (CAT) stake by 0.76% in Q2 2026, selling an estimated $14.9K and leaving 2,234 shares worth $2.38M. The position accounts for 0.3% of the portfolio, ranked #79.

KPP Advisory Services first reported a position in CAT in Q1 2024 and has held it in 9 quarters since. 4,042 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • KPP Advisory Services held 2,234 shares of Caterpillar worth $2.38M as of Q2 2026.
  • KPP Advisory Services sold 17 Caterpillar shares in Q2 2026, an estimated $14.9K.
  • Caterpillar made up 0.3% of KPP Advisory Services's portfolio in Q2 2026, its #79 holding.
  • KPP Advisory Services first reported a position in Caterpillar in Q1 2024 and has held it in 9 quarters since.
  • 4,042 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.