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

As of 2026-Q2, Kestra Advisory Services, LLC holds 208,164 shares of CAT (CATERPILLAR INC).

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

As of 2026-Q2, Kestra Advisory Services, LLC's CAT position is worth $221.7M.

Is Kestra Advisory Services, LLC buying or selling CAT?

In 2026-Q2, Kestra Advisory Services, LLC decreased their CAT position (-5.2% change in shares).

When did Kestra Advisory Services, LLC first buy CAT?

Based on available 13F filings, Kestra Advisory Services, LLC first reported a position in CAT in 2020-Q3. They have held the position across 24 quarters.

Back to

Kestra Advisory Services, LLC

CAT
24 quarters

Position history for Kestra Advisory Services, LLC's holdings in CATERPILLAR INC

Current Value

$221.7M

Current Shares

208,164

Total Value Change

+$214M

Total Shares Change

+156,695

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	208,164	-5.2%	$221.7M	0.7%	$1,062.93	0
2026-Q1	Increased	219,586	+8.7%	$155.6M	0.6%	$705.80	47
2025-Q4	Increased	202,090	+9.3%	$115.8M	0.5%	$569.39	39
2025-Q3	Increased	184,950	+11.2%	$88.2M	0.4%	$472.89	40
2025-Q2	Increased	166,388	+3.7%	$64.6M	0.3%	$383.34	37
2025-Q1	Decreased	160,397	-2.2%	$52.9M	0.3%	$324.10	0
2024-Q4	Increased	163,946	+4.1%	$59.5M	0.3%	$355.19	37
2024-Q3	Decreased	157,467	-2.2%	$61.6M	0.3%	$381.59	0
2024-Q2	Increased	161,076	+8.2%	$53.7M	0.3%	$323.67	38
2024-Q1	Increased	148,860	+10.5%	$54.5M	0.4%	$354.76	39
2023-Q4	Increased	134,766	+5.1%	$39.8M	0.3%	$284.93	37
2023-Q3	Increased	128,252	+8.7%	$35M	0.3%	$261.73	38
2023-Q2	Decreased	117,999	-0.5%	$29M	0.3%	$234.73	0
2023-Q1	Decreased	118,599	-8.0%	$27.1M	0.3%	$217.14	0
2022-Q4	Increased	128,894	+49.4%	$30.9M	0.3%	$226.23	48
2022-Q3	Decreased	86,299	-9.1%	$14.2M	0.2%	$153.92	0
2022-Q2	Increased	94,917	+22.9%	$17M	0.2%	$166.53	41
2022-Q1	Increased	77,254	+6.1%	$17.2M	0.2%	$206.59	36
2021-Q4	Increased	72,807	+5.4%	$15.1M	0.2%	$190.75	35
2021-Q3	Increased	69,103	+8.9%	$13.3M	0.1%	$176.15	36
2021-Q2	Decreased	63,473	-4.0%	$13.8M	0.2%	$198.63	0
2021-Q1	Decreased	66,115	-11.2%	$15.3M	0.2%	$210.68	0
2020-Q4	Increased	74,435	+44.6%	$13.4M	0.2%	$164.51	45
2020-Q3	New	51,469	-	$7.7M	0.1%	$133.98	45

Other major holders of CAT: BNP PARIBAS FINANCIAL MARKETS, BlackRock, Inc., STATE STREET CORP, VANGUARD CAPITAL MANAGEMENT LLC, VANGUARD GROUP INC

CAT24 quarters

CAT
24 quarters