Lantern Wealth Advisors’s Caterpillar CAT Stock Holding History

Lantern Wealth Advisors’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	$3.63M	Sell	3,412 -12	-0.4%	-$10.5K	1.66%	17
2026 Q1	$2.43M	Buy	3,424 +16	+0.5%	+$11.1K	1.24%	19
2025 Q4	$1.95M	Buy	3,408 +69	+2%	+$38.4K	1.04%	26
2025 Q3	$1.59M	Sell	3,339 -297	-8%	-$127K	0.84%	31
2025 Q2	$1.41M	Buy	+3,636	New	+$1.21M	0.84%	35
2024 Q4	$1.24M	Buy	3,430 +21	+0.6%	+$8.14K	0.81%	36
2024 Q3	$1.33M	Sell	3,409 -297	-8%	-$103K	0.92%	31
2024 Q2	$1.23M	Buy	3,706 +2	+0.1%	+$693	0.9%	33
2024 Q1	$1.36M	Buy	3,704 +3	+0.1%	+$959	0.95%	29
2023 Q4	$1.09M	Buy	+3,701	New	+$960K	0.86%	31

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

Lantern Wealth Advisors's CAT Position: Q2 2026 in Review

Lantern Wealth Advisors reduced its Caterpillar (CAT) stake by 0.35% in Q2 2026, selling an estimated $10.5K and leaving 3,412 shares worth $3.63M. The position accounts for 1.66% of the portfolio, ranked #17.

Lantern Wealth Advisors first reported a position in CAT in Q4 2023 and has held it in 10 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Lantern Wealth Advisors held 3,412 shares of Caterpillar worth $3.63M as of Q2 2026.
Lantern Wealth Advisors sold 12 Caterpillar shares in Q2 2026, an estimated $10.5K.
Caterpillar made up 1.66% of Lantern Wealth Advisors's portfolio in Q2 2026, its #17 holding.
Lantern Wealth Advisors first reported a position in Caterpillar in Q4 2023 and has held it in 10 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.