Lane Brothers & Co’s Caterpillar CAT Stock Holding History

Lane Brothers & Co’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	$389K	Hold	365	–	–	0.25%	56
2026 Q1	$259K	Hold	365	–	–	0.19%	68
2025 Q4	$209K	Buy	+365	New	+$203K	0.15%	79

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Lane Brothers & Co's CAT Position: Q2 2026 in Review

Lane Brothers & Co held its Caterpillar (CAT) position steady in Q2 2026 at 365 shares worth $389K. The position accounts for 0.25% of the portfolio, ranked #56.

Lane Brothers & Co first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,023 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Lane Brothers & Co held 365 shares of Caterpillar worth $389K as of Q2 2026.
Lane Brothers & Co left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.25% of Lane Brothers & Co's portfolio in Q2 2026, its #56 holding.
Lane Brothers & Co first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
4,023 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Lane Brothers & Co's 13F filing for Q2 2026, filed 5 Aug 2026.