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Lantz Financial’s Caterpillar CAT Stock Holding History

Lantz Financial’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 		$3.87M Buy
3,638
+57
+2% +$50.1K 0.71% 30
2026
Q1 		$2.54M Sell
3,581
-175
-5% -$121K 0.52% 49
2025
Q4 		$2.15M Sell
3,756
-18
-0.5% -$10K 0.45% 56
2025
Q3 		$1.8M Buy
3,774
+378
+11% +$161K 0.4% 69
2025
Q2 		$1.32M Sell
3,396
-735
-18% -$245K 0.33% 86
2025
Q1 		$1.36M Buy
4,131
+10
+0.2% +$3.56K 0.37% 80
2024
Q4 		$1.49M Sell
4,121
-93
-2% -$36.1K 0.4% 72
2024
Q3 		$1.65M Buy
4,214
+33
+0.8% +$11.4K 0.45% 69
2024
Q2 		$1.39M Buy
4,181
+116
+3% +$40.2K 0.43% 71
2024
Q1 		$1.49M Sell
4,065
-12
-0.3% -$3.83K 0.48% 63
2023
Q4 		$1.21M Sell
4,077
-132
-3% -$34.2K 0.44% 70
2023
Q3 		$1.15M Buy
4,209
+148
+4% +$40.1K 0.46% 67
2023
Q2 		$999K Buy
4,061
+52
+1% +$11.6K 0.39% 72
2023
Q1 		$917K Hold
4,009
– – 0.38% 77
2022
Q4 		$960K Buy
4,009
+130
+3% +$28.3K 0.44% 63
2022
Q3 		$636K Buy
3,879
+1
+0% +$183 0.33% 78
2022
Q2 		$693K Sell
3,878
-299
-7% -$63K 0.31% 82
2022
Q1 		$931K Buy
4,177
+1
+0% +$210 0.38% 72
2021
Q4 		$863K Hold
4,176
– – 0.4% 65
2021
Q3 		$802K Buy
4,176
+1
+0% +$208 0.41% 65
2021
Q2 		$909K Buy
4,175
+50
+1% +$11.5K 0.47% 63
2021
Q1 		$956K Sell
4,125
-164
-4% -$34K 0.54% 51
2020
Q4 		$781K Sell
4,289
-14
-0.3% -$2.37K 0.49% 56
2020
Q3 		$642K Buy
4,303
+1
+0% +$140 0.43% 64
2020
Q2 		$544K Sell
4,302
-36
-0.8% -$4.27K 0.39% 66
2020
Q1 		$503K Sell
4,338
-109
-2% -$13.9K 0.39% 66
2019
Q4 		$657K Buy
4,447
+65
+1% +$9.07K 0.39% 71
2019
Q3 		$526K Buy
4,382
+1
+0% +$127 0.36% 73
2019
Q2 		$595K Sell
4,381
-127
-3% -$16.8K 0.4% 68
2019
Q1 		$611K Buy
+4,508
New +$599K 0.44% 64

Other funds holding CAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Lantz Financial's CAT Position: Q2 2026 in Review

Lantz Financial increased its Caterpillar (CAT) stake by 1.6% in Q2 2026, buying an estimated $50.1K and bringing the position to 3,638 shares worth $3.87M. The position accounts for 0.71% of the portfolio, ranked #30.

Lantz Financial first reported a position in CAT in Q1 2019 and has held it in 30 quarters since. 957 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Lantz Financial held 3,638 shares of Caterpillar worth $3.87M as of Q2 2026.
  • Lantz Financial bought 57 Caterpillar shares in Q2 2026, an estimated $50.1K.
  • Caterpillar made up 0.71% of Lantz Financial's portfolio in Q2 2026, its #30 holding.
  • Lantz Financial first reported a position in Caterpillar in Q1 2019 and has held it in 30 quarters since.
  • 957 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.