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KWMG LLC’s Caterpillar CAT Stock Holding History

KWMG LLC’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
Q3 		$439K Buy
541
+20
+4% +$17K 0.03% 120
2026
Q2 		$555K Buy
521
+20
+4% +$17.6K 0.04% 112
2026
Q1 		$355K Sell
501
-2
-0.4% -$1.39K 0.03% 130
2025
Q4 		$288K Hold
503
– – 0.02% 137
2025
Q3 		$240K Buy
+503
New +$215K 0.02% 142
2019
Q2 		– Sell
-500
Closed -$68K – 163
2019
Q1 		$68K Hold
500
– – 0.02% 154
2018
Q4 		$64K Hold
500
– – 0.02% 154
2018
Q3 		$76K Hold
500
– – 0.02% 137
2018
Q2 		$68K Buy
+500
New +$74.7K 0.02% 142
2017
Q1 		– Sell
-22,254
Closed -$2.06M – 108
2016
Q4 		$2.06M Sell
22,254
-1,541
-6% -$140K 0.9% 23
2016
Q3 		$2.11M Buy
23,795
+978
+4% +$80K 1.03% 23
2016
Q2 		$1.73M Buy
22,817
+589
+3% +$44.1K 0.94% 29
2016
Q1 		$1.7M Buy
22,228
+1,742
+9% +$117K 1% 27
2015
Q4 		$1.39M Buy
20,486
+1,266
+7% +$88.5K 0.94% 26
2015
Q3 		$1.26M Buy
19,220
+1,212
+7% +$92.7K 0.95% 29
2015
Q2 		$1.53M Buy
18,008
+1,308
+8% +$112K 1.12% 21
2015
Q1 		$1.46M Buy
16,700
+6,277
+60% +$522K 1.16% 21
2014
Q4 		$883K Buy
+10,423
New +$1.01M 0.74% 49

Other funds holding CAT

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

KWMG LLC's CAT Position: Q3 2026 in Review

KWMG LLC increased its Caterpillar (CAT) stake by 3.8% in Q3 2026, buying an estimated $17K and bringing the position to 541 shares worth $439K. The position accounts for 0.03% of the portfolio, ranked #120.

KWMG LLC first reported a position in CAT in Q4 2014 and has held it in 18 quarters since. The position peaked at $2.11M in Q3 2016. 214 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • KWMG LLC held 541 shares of Caterpillar worth $439K as of Q3 2026.
  • KWMG LLC bought 20 Caterpillar shares in Q3 2026, an estimated $17K.
  • Caterpillar made up 0.03% of KWMG LLC's portfolio in Q3 2026, its #120 holding.
  • KWMG LLC first reported a position in Caterpillar in Q4 2014 and has held it in 18 quarters since.
  • KWMG LLC's Caterpillar position peaked at $2.11M in Q3 2016.
  • 214 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on KWMG LLC's 13F filing for Q3 2026, filed 7 Oct 2026.