JPLA
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Joseph P. Lucia & Associates’s Caterpillar CAT Stock Holding History

Joseph P. Lucia & Associates’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 		$385K Hold
543
– – 0.14% 119
2025
Q4 		$311K Buy
543
+90
+20% +$50K 0.11% 130
2025
Q3 		$216K Buy
+453
New +$193K 0.08% 148
2025
Q1 		– Sell
-572
Closed -$208K – 142
2024
Q4 		$208K Buy
572
+22
+4% +$8.53K 0.09% 133
2024
Q3 		$215K Sell
550
-100
-15% -$34.5K 0.1% 124
2024
Q2 		$217K Hold
650
– – 0.11% 112
2024
Q1 		$238K Buy
+650
New +$208K 0.13% 106
2022
Q3 		– Sell
-599
Closed -$107K – 147
2022
Q2 		$107K Hold
599
– – 0.08% 136
2022
Q1 		$133K Buy
+599
New +$126K 0.08% 135
2021
Q4 		– Sell
-419
Closed -$81K – 188
2021
Q3 		$81K Hold
419
– – 0.05% 184
2021
Q2 		$91K Hold
419
– – 0.05% 175
2021
Q1 		$97K Hold
419
– – 0.04% 162
2020
Q4 		$76K Buy
+419
New +$71.1K 0.05% 162
2020
Q3 		– Sell
-269
Closed -$34K – 136
2020
Q2 		$34K Sell
269
-146
-35% -$17.3K 0.03% 197
2020
Q1 		$48K Buy
415
+1
+0.2% +$128 0.05% 159
2019
Q4 		$61K Buy
414
+275
+198% +$38.4K 0.06% 157
2019
Q3 		$18K Sell
139
-80
-37% -$10.2K 0.02% 253
2019
Q2 		$30K Sell
219
-29,421
-99% -$3.89M 0.03% 215
2019
Q1 		$212 Buy
+29,640
New +$3.94M 0.02% 216

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Joseph P. Lucia & Associates's CAT Position: Q1 2026 in Review

Joseph P. Lucia & Associates held its Caterpillar (CAT) position steady in Q1 2026 at 543 shares worth $385K. The position accounts for 0.14% of the portfolio, ranked #119.

Joseph P. Lucia & Associates first reported a position in CAT in Q1 2019 and has held it in 19 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Joseph P. Lucia & Associates held 543 shares of Caterpillar worth $385K as of Q1 2026.
  • Joseph P. Lucia & Associates left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.14% of Joseph P. Lucia & Associates's portfolio in Q1 2026, its #119 holding.
  • Joseph P. Lucia & Associates first reported a position in Caterpillar in Q1 2019 and has held it in 19 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q1 2026, filed 15 May 2026.