Lake Street Private Wealth’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
Lake Street Private Wealth's CAT Position: Q2 2026 in Review
Lake Street Private Wealth increased its Caterpillar (CAT) stake by 7.4% in Q2 2026, buying an estimated $22K and bringing the position to 362 shares worth $386K. The position accounts for 0.04% of the portfolio, ranked #200.
Lake Street Private Wealth first reported a position in CAT in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.69M in Q2 2024. 4,061 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Lake Street Private Wealth held 362 shares of Caterpillar worth $386K as of Q2 2026.
- Lake Street Private Wealth bought 25 Caterpillar shares in Q2 2026, an estimated $22K.
- Caterpillar made up 0.04% of Lake Street Private Wealth's portfolio in Q2 2026, its #200 holding.
- Lake Street Private Wealth first reported a position in Caterpillar in Q4 2021 and has held it in 18 quarters since.
- Lake Street Private Wealth's Caterpillar position peaked at $3.69M in Q2 2024.
- 4,061 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.