LFG
CAT icon

Larson Financial Group’s Caterpillar CAT Stock Holding History

Larson Financial 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
Q1 		$1.77K Buy
+100
New +$69.3K ﹤0.01% 2995

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Larson Financial Group's CAT Position: Q1 2026 in Review

Larson Financial Group increased its Caterpillar (CAT) stake by 15% in Q1 2026, buying an estimated $1.31M and bringing the position to 14,801 shares worth $10.5M. The position accounts for 0.33% of the portfolio, ranked #62.

Larson Financial Group first reported a position in CAT in Q4 2018 and has held it in 30 quarters since. 3,739 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Larson Financial Group held 14,801 shares of Caterpillar worth $10.5M as of Q1 2026.
  • Larson Financial Group bought 1,886 Caterpillar shares in Q1 2026, an estimated $1.31M.
  • Caterpillar made up 0.33% of Larson Financial Group's portfolio in Q1 2026, its #62 holding.
  • Larson Financial Group first reported a position in Caterpillar in Q4 2018 and has held it in 30 quarters since.
  • 3,739 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.