SEC 13F Intelligence

Keynote Financial Services LLC / CAT

Keynote Financial Services LLC’s Caterpillar Inc Position

Does Keynote Financial Services LLC own Caterpillar Inc (CAT)? Yes — 2.7K shares worth $2M (+1.02% of its 13F portfolio) as of Q1 2026, down from 2.7K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
2.7K
% of Portfolio
+1.02%
Quarters Held
8
currently held

Position History CAT

Reported value by quarter
Q2 ’24: $1MQ2 ’24Q3 ’24: $1MQ3 ’24Q4 ’24: $1MQ4 ’24Q1 ’25: $1MQ1 ’25Q2 ’25: $1MQ2 ’25Q3 ’25: $1MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.7K$2M+1.02%
Q4 20252.7K$2M+0.88%
Q3 20253.1K$1M+0.90%
Q2 20253.2K$1M+0.85%
Q1 20253.3K$1M+0.77%
Q4 20243.2K$1M+0.90%
Q3 20243.4K$1M+1.01%
Q2 20243.4K$1M+0.94%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Keynote Financial Services LLC’s full portfolio or all institutional holders of CAT.