Question 1

How many shares of CAT does Kestra Advisory Services, LLC own?

Accepted Answer

As of 2026-Q1, Kestra Advisory Services, LLC holds 219,586 shares of CAT (CATERPILLAR INC).

Question 2

What is Kestra Advisory Services, LLC's CAT position worth?

Accepted Answer

As of 2026-Q1, Kestra Advisory Services, LLC's CAT position is worth $155.6M.

Question 3

Is Kestra Advisory Services, LLC buying or selling CAT?

Accepted Answer

In 2026-Q1, Kestra Advisory Services, LLC increased their CAT position (+8.7% change in shares).

Question 4

When did Kestra Advisory Services, LLC first buy CAT?

Accepted Answer

Based on available 13F filings, Kestra Advisory Services, LLC first reported a position in CAT in 2024-Q2. They have held the position across 23 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	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

CATShowing 8 of 23 quarters

CAT
Showing 8 of 23 quarters