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Lazard Frères Gestion’s Caterpillar CAT Stock Holding History

Lazard Frères Gestion’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 		$351K Hold
330
– – 0.01% 105
2026
Q1 		$233K Buy
+330
New +$229K ﹤0.01% 119
2024
Q4 		– Sell
-630
Closed -$246K – 102
2024
Q3 		$246K Hold
630
– – 0.01% 94
2024
Q2 		$206K Hold
630
– – ﹤0.01% 92
2024
Q1 		$230K Buy
+630
New +$201K 0.01% 73

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Lazard Frères Gestion's CAT Position: Q2 2026 in Review

Lazard Frères Gestion held its Caterpillar (CAT) position steady in Q2 2026 at 330 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #105.

Lazard Frères Gestion first reported a position in CAT in Q1 2024 and has held it in 5 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Lazard Frères Gestion held 330 shares of Caterpillar worth $351K as of Q2 2026.
  • Lazard Frères Gestion left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.01% of Lazard Frères Gestion's portfolio in Q2 2026, its #105 holding.
  • Lazard Frères Gestion first reported a position in Caterpillar in Q1 2024 and has held it in 5 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Lazard Frères Gestion's 13F filing for Q2 2026, filed 6 Aug 2026.