LMKC
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L.M. Kohn & Company’s Caterpillar CAT Stock Holding History

L.M. Kohn & Company’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
2025
Q3 		$794K Sell
1,665
-490
-23% -$209K 0.95% 30
2025
Q2 		$837K Sell
2,155
-350
-14% -$117K 0.23% 88
2025
Q1 		$826K Sell
2,505
-144
-5% -$51.3K 0.22% 98
2024
Q4 		$961K Sell
2,649
-7
-0.3% -$2.71K 0.25% 78
2024
Q3 		$1.04M Buy
2,656
+215
+9% +$74.2K 0.26% 79
2024
Q2 		$813K Buy
2,441
+462
+23% +$160K 0.22% 96
2024
Q1 		$725K Buy
1,979
+29
+1% +$9.27K 0.2% 106
2023
Q4 		$577K Buy
1,950
+137
+8% +$35.5K 0.18% 114
2023
Q3 		$495K Buy
1,813
+14
+0.8% +$3.8K 0.18% 118
2023
Q2 		$443K Buy
1,799
+315
+21% +$70.2K 0.17% 132
2023
Q1 		$339K Buy
1,484
+46
+3% +$11.1K 0.14% 146
2022
Q4 		$345K Buy
1,438
+59
+4% +$12.8K 0.16% 141
2022
Q3 		$227K Sell
1,379
-179
-11% -$32.7K 0.11% 176
2022
Q2 		$279K Buy
1,558
+300
+24% +$63.2K 0.13% 171
2022
Q1 		$281K Buy
+1,258
New +$264K 0.11% 194

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

L.M. Kohn & Company's CAT Position: Q3 2025 in Review

L.M. Kohn & Company reduced its Caterpillar (CAT) stake by 23% in Q3 2025, selling an estimated $209K and leaving 1,665 shares worth $794K. The position accounts for 0.95% of the portfolio, ranked #30.

L.M. Kohn & Company first reported a position in CAT in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.04M in Q3 2024. 3,148 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

  • L.M. Kohn & Company held 1,665 shares of Caterpillar worth $794K as of Q3 2025.
  • L.M. Kohn & Company sold 490 Caterpillar shares in Q3 2025, an estimated $209K.
  • Caterpillar made up 0.95% of L.M. Kohn & Company's portfolio in Q3 2025, its #30 holding.
  • L.M. Kohn & Company first reported a position in Caterpillar in Q1 2022 and has held it in 15 quarters since.
  • L.M. Kohn & Company's Caterpillar position peaked at $1.04M in Q3 2024.
  • 3,148 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.