Banque de Luxembourg Investments (BLI)’s Caterpillar CAT Stock Holding History

Banque de Luxembourg Investments (BLI)’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 Q1	$28.9M	Hold	50,895	–	–	0.87%	31
2025 Q4	$29.4M	Sell	50,895 -1,465	-3%	-$814K	0.86%	31
2025 Q3	$24.7M	Sell	52,360 -37,900	-42%	-$16.2M	0.72%	38
2025 Q2	$34.7M	Sell	90,260 -9,140	-9%	-$3.05M	0.99%	31
2025 Q1	$32.7M	Sell	99,400 -21,000	-17%	-$7.48M	0.99%	36
2024 Q4	$43.7M	Buy	+120,400	New	+$46.7M	1.19%	31

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Banque de Luxembourg Investments (BLI)'s CAT Position: Q1 2026 in Review

Banque de Luxembourg Investments (BLI) held its Caterpillar (CAT) position steady in Q1 2026 at 50,895 shares worth $28.9M. The position accounts for 0.87% of the portfolio, ranked #31.

Banque de Luxembourg Investments (BLI) first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $43.7M in Q4 2024. 3,739 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Banque de Luxembourg Investments (BLI) held 50,895 shares of Caterpillar worth $28.9M as of Q1 2026.
Banque de Luxembourg Investments (BLI) left its Caterpillar share count unchanged in Q1 2026.
Caterpillar made up 0.87% of Banque de Luxembourg Investments (BLI)'s portfolio in Q1 2026, its #31 holding.
Banque de Luxembourg Investments (BLI) first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
Banque de Luxembourg Investments (BLI)'s Caterpillar position peaked at $43.7M in Q4 2024.
3,739 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Banque de Luxembourg Investments (BLI)'s 13F filing for Q1 2026, filed 15 May 2026.