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L & S Advisors’s Caterpillar CAT Stock Holding History

L & S Advisors’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
Q2 		$16M Buy
15,032
+415
+3% +$365K 1.65% 5
2026
Q1 		$10.4M Buy
14,617
+1,964
+16% +$1.36M 1.3% 21
2025
Q4 		$7.25M Buy
+12,653
New +$7.03M 0.67% 40
2025
Q3 		– Sell
-8,029
Closed -$3.12M – 348
2025
Q2 		$3.12M Sell
8,029
-4,444
-36% -$1.48M 0.31% 88
2025
Q1 		$4.11M Buy
+12,473
New +$4.44M 0.51% 54
2024
Q2 		– Sell
-24,409
Closed -$8.94M – 330
2024
Q1 		$8.94M Buy
+24,409
New +$7.8M 1.01% 23
2023
Q4 		– Sell
-12,430
Closed -$3.39M – 328
2023
Q3 		$3.39M Sell
12,430
-8,954
-42% -$2.43M 0.49% 58
2023
Q2 		$5.26M Buy
+21,384
New +$4.77M 0.7% 38
2022
Q2 		– Sell
-29,787
Closed -$6.64M – 242
2022
Q1 		$6.64M Buy
29,787
+5,426
+22% +$1.14M 0.79% 39
2021
Q4 		$5.04M Buy
24,361
+1,173
+5% +$236K 0.54% 65
2021
Q3 		$4.45M Sell
23,188
-4,546
-16% -$947K 0.48% 68
2021
Q2 		$6.04M Buy
27,734
+5,071
+22% +$1.17M 0.65% 37
2021
Q1 		$5.25M Sell
22,663
-13,023
-36% -$2.7M 0.6% 45
2020
Q4 		$6.5M Buy
+35,686
New +$6.05M 0.75% 29
2019
Q3 		– Sell
-12,111
Closed -$1.65M – 318
2019
Q2 		$1.65M Sell
12,111
-29,394
-71% -$3.88M 0.22% 116
2019
Q1 		$5.62M Buy
41,505
+32,981
+387% +$4.38M 0.76% 40
2018
Q4 		$1.08M Sell
8,524
-12,540
-60% -$1.63M 0.2% 95
2018
Q3 		$3.21M Buy
+21,064
New +$2.98M 0.42% 66
2018
Q2 		– Sell
-24,557
Closed -$3.62M – 315
2018
Q1 		$3.62M Sell
24,557
-21,296
-46% -$3.36M 0.69% 39
2017
Q4 		$7.23M Sell
45,853
-967
-2% -$134K 1.11% 21
2017
Q3 		$5.84M Buy
+46,820
New +$5.39M 0.98% 35

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

L & S Advisors's CAT Position: Q2 2026 in Review

L & S Advisors increased its Caterpillar (CAT) stake by 2.8% in Q2 2026, buying an estimated $365K and bringing the position to 15,032 shares worth $16M. The position accounts for 1.65% of the portfolio, ranked #5.

L & S Advisors first reported a position in CAT in Q3 2017 and has held it in 21 quarters since. 4,050 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • L & S Advisors held 15,032 shares of Caterpillar worth $16M as of Q2 2026.
  • L & S Advisors bought 415 Caterpillar shares in Q2 2026, an estimated $365K.
  • Caterpillar made up 1.65% of L & S Advisors's portfolio in Q2 2026, its #5 holding.
  • L & S Advisors first reported a position in Caterpillar in Q3 2017 and has held it in 21 quarters since.
  • 4,050 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on L & S Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.