LAM Group
CAT icon

LAM Group’s Caterpillar CAT Stock Holding History

LAM Group’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
Q3 		$30K Hold
37
– – 0.02% 94
2026
Q2 		$39.4K Hold
37
– – 0.02% 94
2026
Q1 		$26.2K Buy
+37
New +$25.6K 0.01% 96
2025
Q1 		– Sell
-37
Closed -$13.4K – 84
2024
Q4 		$13.4K Hold
37
– – 0.01% 96
2024
Q3 		$14.5K Hold
37
– – 0.01% 95
2024
Q2 		$12.3K Buy
37
+7
+23% +$2.43K 0.01% 95
2024
Q1 		$11K Hold
30
– – 0.01% 95
2023
Q4 		$8.87K Hold
30
– – 0.01% 94
2023
Q3 		$8.19K Hold
30
– – 0.01% 82
2023
Q2 		$7.38K Hold
30
– – 0.01% 83
2023
Q1 		$6.86K Hold
30
– – 0.01% 84
2022
Q4 		$7.19K Buy
+30
New +$6.53K 0.01% 82

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

LAM Group's CAT Position: Q3 2026 in Review

LAM Group held its Caterpillar (CAT) position steady in Q3 2026 at 37 shares worth $30K. The position accounts for 0.02% of the portfolio, ranked #94.

LAM Group first reported a position in CAT in Q4 2022 and has held it in 12 quarters since. The position peaked at $39.4K in Q2 2026. 1,772 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • LAM Group held 37 shares of Caterpillar worth $30K as of Q3 2026.
  • LAM Group left its Caterpillar share count unchanged in Q3 2026.
  • Caterpillar made up 0.02% of LAM Group's portfolio in Q3 2026, its #94 holding.
  • LAM Group first reported a position in Caterpillar in Q4 2022 and has held it in 12 quarters since.
  • LAM Group's Caterpillar position peaked at $39.4K in Q2 2026.
  • 1,772 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on LAM Group's 13F filing for Q3 2026, filed 26 Oct 2026.