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Lake Street Private Wealth’s Caterpillar CAT Stock Holding History

Lake Street Private Wealth’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 		$238K Sell
337
-20
-6% -$13.9K 0.03% 231
2025
Q4 		$204K Sell
357
-206
-37% -$114K 0.03% 270
2025
Q3 		$269K Buy
+563
New +$240K 0.03% 233
2025
Q2 		– Sell
-7,711
Closed -$2.54M – 260
2025
Q1 		$2.54M Buy
7,711
+532
+7% +$190K 0.41% 65
2024
Q4 		$2.6M Buy
7,179
+273
+4% +$106K 0.42% 62
2024
Q3 		$2.7M Sell
6,906
-4,171
-38% -$1.44M 0.43% 62
2024
Q2 		$3.69M Buy
11,077
+6,493
+142% +$2.25M 0.48% 52
2024
Q1 		$1.68M Buy
4,584
+570
+14% +$182K 0.23% 105
2023
Q4 		$1.19M Buy
4,014
+2,896
+259% +$751K 0.19% 121
2023
Q3 		$309K Buy
1,118
+151
+16% +$41K 0.06% 223
2023
Q2 		$238K Sell
967
-39
-4% -$8.7K 0.04% 252
2023
Q1 		$230K Sell
1,006
-99
-9% -$23.9K 0.04% 250
2022
Q4 		$265K Sell
1,105
-206
-16% -$44.8K 0.05% 232
2022
Q3 		$215K Sell
1,311
-400
-23% -$73.1K 0.05% 253
2022
Q2 		$306K Buy
1,711
+64
+4% +$13.5K 0.06% 227
2022
Q1 		$367K Sell
1,647
-203
-11% -$42.6K 0.07% 221
2021
Q4 		$382K Buy
+1,850
New +$373K 0.07% 226

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

Lake Street Private Wealth's CAT Position: Q1 2026 in Review

Lake Street Private Wealth reduced its Caterpillar (CAT) stake by 5.6% in Q1 2026, selling an estimated $13.9K and leaving 337 shares worth $238K. The position accounts for 0.03% of the portfolio, ranked #231.

Lake Street Private Wealth first reported a position in CAT in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.69M in Q2 2024. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Lake Street Private Wealth held 337 shares of Caterpillar worth $238K as of Q1 2026.
  • Lake Street Private Wealth sold 20 Caterpillar shares in Q1 2026, an estimated $13.9K.
  • Caterpillar made up 0.03% of Lake Street Private Wealth's portfolio in Q1 2026, its #231 holding.
  • Lake Street Private Wealth first reported a position in Caterpillar in Q4 2021 and has held it in 17 quarters since.
  • Lake Street Private Wealth's Caterpillar position peaked at $3.69M in Q2 2024.
  • 3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.