Lafayette Investments’s Caterpillar CAT Stock Holding History

Lafayette Investments’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	$1.23M	Hold	1,736	–	–	0.25%	65
2025 Q4	$994K	Hold	1,736	–	–	0.19%	76
2025 Q3	$828K	Hold	1,736	–	–	0.16%	76
2025 Q2	$674K	Hold	1,736	–	–	0.14%	83
2025 Q1	$572K	Hold	1,736	–	–	0.12%	87
2024 Q4	$630K	Buy	1,736 +286	+20%	+$111K	0.14%	79
2024 Q3	$567K	Hold	1,450	–	–	0.12%	83
2024 Q2	$483K	Hold	1,450	–	–	0.11%	84
2024 Q1	$531K	Sell	1,450 -200	-12%	-$63.9K	0.12%	78
2023 Q4	$488K	Sell	1,650 -50	-3%	-$13K	0.12%	82
2023 Q3	$464K	Sell	1,700 -100	-6%	-$27.1K	0.13%	83
2023 Q2	$443K	Hold	1,800	–	–	0.12%	85
2023 Q1	$412K	Buy	1,800 +300	+20%	+$72.5K	0.11%	86
2022 Q4	$359K	Hold	1,500	–	–	0.1%	90
2022 Q3	$246K	Hold	1,500	–	–	0.08%	104
2022 Q2	$268K	Hold	1,500	–	–	0.08%	101
2022 Q1	$334K	Sell	1,500 -500	-25%	-$105K	0.08%	99
2021 Q4	$413K	Buy	2,000 +300	+18%	+$60.4K	0.1%	93
2021 Q3	$326K	Buy	1,700 +100	+6%	+$20.8K	0.09%	95
2021 Q2	$348K	Buy	+1,600	New	+$370K	0.09%	92

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 $295B AUM 31.6% 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

Lafayette Investments's CAT Position: Q1 2026 in Review

Lafayette Investments held its Caterpillar (CAT) position steady in Q1 2026 at 1,736 shares worth $1.23M. The position accounts for 0.25% of the portfolio, ranked #65.

Lafayette Investments first reported a position in CAT in Q2 2021 and has held it in 20 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Lafayette Investments held 1,736 shares of Caterpillar worth $1.23M as of Q1 2026.
Lafayette Investments left its Caterpillar share count unchanged in Q1 2026.
Caterpillar made up 0.25% of Lafayette Investments's portfolio in Q1 2026, its #65 holding.
Lafayette Investments first reported a position in Caterpillar in Q2 2021 and has held it in 20 quarters since.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Lafayette Investments's 13F filing for Q1 2026, filed 27 Apr 2026.