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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
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 		$6.87K 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 $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Asset Management One
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

LAM Group's CAT Position: Q2 2026 in Review

LAM Group held its Caterpillar (CAT) position steady in Q2 2026 at 37 shares worth $39.4K. 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 11 quarters since. 1,885 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • LAM Group held 37 shares of Caterpillar worth $39.4K as of Q2 2026.
  • LAM Group left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.02% of LAM Group's portfolio in Q2 2026, its #94 holding.
  • LAM Group first reported a position in Caterpillar in Q4 2022 and has held it in 11 quarters since.
  • 1,885 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.