Lawood & Co’s Caterpillar CAT Stock Holding History

Lawood & 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	$4.8M	Sell	4,507 -399	-8%	-$351K	3.25%	7
2026 Q1	$3.48M	Sell	4,906 -327	-6%	-$226K	3.23%	7
2025 Q4	$3M	Buy	+5,233	New	+$2.91M	2.84%	8

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

Lawood & Co's CAT Position: Q2 2026 in Review

Lawood & Co reduced its Caterpillar (CAT) stake by 8.1% in Q2 2026, selling an estimated $351K and leaving 4,507 shares worth $4.8M. The position accounts for 3.25% of the portfolio, ranked #7.

Lawood & Co first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,039 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Lawood & Co held 4,507 shares of Caterpillar worth $4.8M as of Q2 2026.
Lawood & Co sold 399 Caterpillar shares in Q2 2026, an estimated $351K.
Caterpillar made up 3.25% of Lawood & Co's portfolio in Q2 2026, its #7 holding.
Lawood & Co first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
4,039 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Lawood & Co's 13F filing for Q2 2026, filed 13 Jul 2026.