Lawson Kroeker Investment Management’s Caterpillar CAT Stock Holding History

Lawson Kroeker Investment Management’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	$213K	Buy	+200	New	+$176K	0.06%	58

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Lawson Kroeker Investment Management's CAT Position: Q2 2026 in Review

Lawson Kroeker Investment Management opened a new position in Caterpillar (CAT) in Q2 2026: 200 shares worth $213K. The stake represents 0.06% of the portfolio and ranks #58 among its holdings.

3,126 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Lawson Kroeker Investment Management held 200 shares of Caterpillar worth $213K as of Q2 2026.
Caterpillar was a new Lawson Kroeker Investment Management position in Q2 2026.
Caterpillar made up 0.06% of Lawson Kroeker Investment Management's portfolio in Q2 2026, its #58 holding.
3,126 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Lawson Kroeker Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.