Position history for Kestra Advisory Services, LLC's holdings in CATERPILLAR INC
Kestra Advisory Services, LLC holds 219,586 shares of CAT (CATERPILLAR INC), worth $155.6M as of 2026-Q1. The position was increased (+8.7% shares). CAT represents 0.6% of Kestra Advisory Services, LLC's portfolio.
Current Value
$155.6M
Current Shares
219,586
Total Value Change
+$101.9M
Total Shares Change
+58,510
Other major holders of CAT: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 219,586 |
+8.7% |
| $155.6M |
| 0.6% |
| $722.18 |
47 |
| 2025-Q4 | Increased | 202,090 | +9.3% | $115.8M | 0.5% | $576.04 | 39 |
| 2025-Q3 | Increased | 184,950 | +11.2% | $88.2M | 0.4% | $469.16 | 40 |
| 2025-Q2 | Increased | 166,388 | +3.7% | $64.6M | 0.3% | $381.32 | 37 |
| 2025-Q1 | Decreased | 160,397 | -2.2% | $52.9M | 0.3% | $325.22 | 0 |
| 2024-Q4 | Increased | 163,946 | +4.1% | $59.5M | 0.3% | $356.77 | 37 |
| 2024-Q3 | Decreased | 157,467 | -2.2% | $61.6M | 0.3% | $382.99 | 0 |
| 2024-Q2 | Increased | 161,076 | +8.2% | $53.7M | 0.3% | $324.88 | 38 |