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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
Q3 		$2.97M Buy
3,669
+31
+0.9% +$26.3K 0.54% 41
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% -$3.84K 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% +$40.2K 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

Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Lantz Financial's CAT Position: Q3 2026 in Review

Lantz Financial increased its Caterpillar (CAT) stake by 0.85% in Q3 2026, buying an estimated $26.3K and bringing the position to 3,669 shares worth $2.97M. The position accounts for 0.54% of the portfolio, ranked #41.

Lantz Financial first reported a position in CAT in Q1 2019 and has held it in 31 quarters since. The position peaked at $3.87M in Q2 2026. 963 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Lantz Financial held 3,669 shares of Caterpillar worth $2.97M as of Q3 2026.
  • Lantz Financial bought 31 Caterpillar shares in Q3 2026, an estimated $26.3K.
  • Caterpillar made up 0.54% of Lantz Financial's portfolio in Q3 2026, its #41 holding.
  • Lantz Financial first reported a position in Caterpillar in Q1 2019 and has held it in 31 quarters since.
  • Lantz Financial's Caterpillar position peaked at $3.87M in Q2 2026.
  • 963 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.