Lazard Asset Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $44.2M | Buy |
62,361
+43,046
| +223% | +$29.8M | 0.07% | 228 |
|
|
2025
Q4 | $11.1M | Sell |
19,315
-13,665
| -41% | -$7.59M | 0.02% | 396 |
|
|
2025
Q3 | $15.7M | Buy |
32,980
+3,315
| +11% | +$1.42M | 0.02% | 346 |
|
|
2025
Q2 | $11.5M | Sell |
29,665
-32,650
| -52% | -$10.9M | 0.02% | 517 |
|
|
2025
Q1 | $20.6M | Buy |
62,315
+7,250
| +13% | +$2.58M | 0.03% | 347 |
|
|
2024
Q4 | $20M | Sell |
55,065
-9,256
| -14% | -$3.59M | 0.03% | 338 |
|
|
2024
Q3 | $25.2M | Sell |
64,321
-967,173
| -94% | -$334M | 0.03% | 300 |
|
|
2024
Q2 | $344M | Sell |
1,031,494
-36,525
| -3% | -$12.7M | 0.43% | 52 |
|
|
2024
Q1 | $391M | Sell |
1,068,019
-41,562
| -4% | -$13.3M | 0.48% | 54 |
|
|
2023
Q4 | $328M | Sell |
1,109,581
-290,307
| -21% | -$75.3M | 0.42% | 58 |
|
|
2023
Q3 | $382M | Buy |
1,399,888
+71,344
| +5% | +$19.4M | 0.52% | 50 |
|
|
2023
Q2 | $327M | Buy |
1,328,544
+23,605
| +2% | +$5.26M | 0.4% | 57 |
|
|
2023
Q1 | $299M | Buy |
1,304,939
+72,321
| +6% | +$17.5M | 0.39% | 64 |
|
|
2022
Q4 | $295M | Buy |
1,232,618
+103,420
| +9% | +$22.5M | 0.41% | 66 |
|
|
2022
Q3 | $185M | Sell |
1,129,198
-16,051
| -1% | -$2.93M | 0.27% | 75 |
|
|
2022
Q2 | $205M | Buy |
1,145,249
+40,186
| +4% | +$8.47M | 0.28% | 74 |
|
|
2022
Q1 | $246M | Buy |
1,105,063
+39,791
| +4% | +$8.35M | 0.29% | 74 |
|
|
2021
Q4 | $220M | Buy |
1,065,272
+15,089
| +1% | +$3.04M | 0.23% | 86 |
|
|
2021
Q3 | $202M | Buy |
1,050,183
+1,548
| +0.1% | +$322K | 0.23% | 87 |
|
|
2021
Q2 | $228M | Buy |
1,048,635
+1,164
| +0.1% | +$269K | 0.26% | 89 |
|
|
2021
Q1 | $243M | Sell |
1,047,471
-5,519
| -0.5% | -$1.14M | 0.29% | 80 |
|
|
2020
Q4 | $192M | Buy |
1,052,990
+181,607
| +21% | +$30.8M | 0.24% | 94 |
|
|
2020
Q3 | $130M | Sell |
871,383
-28,441
| -3% | -$4M | 0.18% | 107 |
|
|
2020
Q2 | $114M | Sell |
899,824
-790,424
| -47% | -$93.7M | 0.18% | 111 |
|
|
2020
Q1 | $196M | Sell |
1,690,248
-22,859
| -1% | -$2.92M | 0.36% | 66 |
|
|
2019
Q4 | $253M | Buy |
1,713,107
+279,002
| +19% | +$38.9M | 0.36% | 74 |
|
|
2019
Q3 | $181M | Buy |
1,434,105
+1,235,182
| +621% | +$157M | 0.3% | 83 |
|
|
2019
Q2 | $27.1M | Buy |
198,923
+175,677
| +756% | +$23.2M | 0.04% | 288 |
|
|
2019
Q1 | $3.15M | Sell |
23,246
-4,958
| -18% | -$659K | 0.01% | 667 |
|
|
2018
Q4 | $3.58M | Sell |
28,204
-42,777
| -60% | -$5.57M | 0.01% | 585 |
|
|
2018
Q3 | $10.8M | Sell |
70,981
-88,614
| -56% | -$12.5M | 0.02% | 428 |
|
|
2018
Q2 | $21.7M | Buy |
159,595
+24,365
| +18% | +$3.64M | 0.04% | 298 |
|
|
2018
Q1 | $19.9M | Buy |
135,230
+112,200
| +487% | +$17.7M | 0.03% | 304 |
|
|
2017
Q4 | $3.63M | Buy |
+23,030
| New | +$3.19M | 0.01% | 584 |
|
|
2017
Q1 | – | Sell |
-803,289
| Closed | -$74.5M | – | 1016 |
|
|
2016
Q4 | $74.5M | Buy |
803,289
+232,692
| +41% | +$21.1M | 0.15% | 104 |
|
|
2016
Q3 | $50.7M | Buy |
+570,597
| New | +$46.7M | 0.1% | 149 |
|
|
2015
Q3 | – | Sell |
-60,562
| Closed | -$5.14M | – | 1089 |
|
|
2015
Q2 | $5.14M | Sell |
60,562
-621
| -1% | -$53.4K | 0.01% | 516 |
|
|
2015
Q1 | $4.9M | Sell |
61,183
-4,529
| -7% | -$376K | 0.01% | 534 |
|
|
2014
Q4 | $6.01M | Buy |
65,712
+193
| +0.3% | +$18.8K | 0.01% | 512 |
|
|
2014
Q3 | $6.49M | Sell |
65,519
-547,919
| -89% | -$58.1M | 0.01% | 462 |
|
|
2014
Q2 | $66.7M | Sell |
613,438
-2,816
| -0.5% | -$296K | 0.14% | 145 |
|
|
2014
Q1 | $61.2M | Sell |
616,254
-138,762
| -18% | -$13.1M | 0.14% | 147 |
|
|
2013
Q4 | $68.6M | Buy |
755,016
+553,379
| +274% | +$47.2M | 0.15% | 142 |
|
|
2013
Q3 | $16.8M | Sell |
201,637
-116,131
| -37% | -$9.82M | 0.04% | 269 |
|
|
2013
Q2 | $26.2M | Buy |
+317,768
| New | +$27M | 0.06% | 205 |
|
Other funds holding CAT
VCM
VPM
Lazard Asset Management's CAT Position: Q1 2026 in Review
Lazard Asset Management increased its Caterpillar (CAT) stake by 223% in Q1 2026, buying an estimated $29.8M and bringing the position to 62,361 shares worth $44.2M. The position accounts for 0.07% of the portfolio, ranked #228.
Lazard Asset Management first reported a position in CAT in Q2 2013 and has held it in 45 quarters since. The position peaked at $391M in Q1 2024. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Lazard Asset Management held 62,361 shares of Caterpillar worth $44.2M as of Q1 2026.
- Lazard Asset Management bought 43,046 Caterpillar shares in Q1 2026, an estimated $29.8M.
- Caterpillar made up 0.07% of Lazard Asset Management's portfolio in Q1 2026, its #228 holding.
- Lazard Asset Management first reported a position in Caterpillar in Q2 2013 and has held it in 45 quarters since.
- Lazard Asset Management's Caterpillar position peaked at $391M in Q1 2024.
- 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Lazard Asset Management's 13F filing for Q1 2026, filed 15 May 2026.