LC
CAT icon

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
Q3 		$3.59M Sell
4,427
-80
-2% -$67.8K 2.48% 10
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

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Lawood & Co's CAT Position: Q3 2026 in Review

Lawood & Co reduced its Caterpillar (CAT) stake by 1.8% in Q3 2026, selling an estimated $67.8K and leaving 4,427 shares worth $3.59M. The position accounts for 2.48% of the portfolio, ranked #10.

Lawood & Co first reported a position in CAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.8M in Q2 2026. 214 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Lawood & Co held 4,427 shares of Caterpillar worth $3.59M as of Q3 2026.
  • Lawood & Co sold 80 Caterpillar shares in Q3 2026, an estimated $67.8K.
  • Caterpillar made up 2.48% of Lawood & Co's portfolio in Q3 2026, its #10 holding.
  • Lawood & Co first reported a position in Caterpillar in Q4 2025 and has held it in 4 quarters since.
  • Lawood & Co's Caterpillar position peaked at $4.8M in Q2 2026.
  • 214 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Lawood & Co's 13F filing for Q3 2026, filed 9 Oct 2026.