Lakeridge Wealth Management’s Caterpillar CAT Stock Holding History

Lakeridge Wealth Management’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	$1.94M	Buy	1,822 +21	+1%	+$18.4K	0.71%	29
2026 Q1	$1.28M	Buy	1,801 +18	+1%	+$12.5K	0.55%	44
2025 Q4	$1.02M	Buy	1,783 +22	+1%	+$12.2K	0.46%	44
2025 Q3	$840K	Sell	1,761 -10	-0.6%	-$4.27K	0.37%	46
2025 Q2	$688K	Buy	1,771 +1	+0.1%	+$333	0.32%	58
2025 Q1	$584K	Buy	1,770 +44	+3%	+$15.7K	0.29%	68
2024 Q4	$626K	Buy	1,726 +4	+0.2%	+$1.55K	0.32%	63
2024 Q3	$674K	Sell	1,722 -7	-0.4%	-$2.42K	0.37%	50
2024 Q2	$576K	Buy	1,729 +16	+0.9%	+$5.55K	0.35%	59
2024 Q1	$628K	Sell	1,713 -326	-16%	-$104K	0.41%	49
2023 Q4	$603K	Buy	+2,039	New	+$529K	0.44%	46

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Lakeridge Wealth Management's CAT Position: Q2 2026 in Review

Lakeridge Wealth Management increased its Caterpillar (CAT) stake by 1.2% in Q2 2026, buying an estimated $18.4K and bringing the position to 1,822 shares worth $1.94M. The position accounts for 0.71% of the portfolio, ranked #29.

Lakeridge Wealth Management first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Lakeridge Wealth Management held 1,822 shares of Caterpillar worth $1.94M as of Q2 2026.
Lakeridge Wealth Management bought 21 Caterpillar shares in Q2 2026, an estimated $18.4K.
Caterpillar made up 0.71% of Lakeridge Wealth Management's portfolio in Q2 2026, its #29 holding.
Lakeridge Wealth Management first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.