LIA
CAT icon

LBMC Investment Advisors’s Caterpillar CAT Stock Holding History

LBMC Investment Advisors’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 		$3.38M Sell
3,172
-14
-0.4% -$12.3K 0.18% 59
2026
Q1 		$2.26M Buy
3,186
+27
+0.9% +$18.7K 0.14% 72
2025
Q4 		$1.81M Hold
3,159
– – 0.11% 71
2025
Q3 		$1.51M Buy
3,159
+2,123
+205% +$906K 0.1% 83
2025
Q2 		$402K Hold
1,036
– – 0.03% 137
2025
Q1 		$342K Hold
1,036
– – 0.03% 145
2024
Q4 		$376K Hold
1,036
– – 0.03% 137
2024
Q3 		$405K Hold
1,036
– – 0.03% 126
2024
Q2 		$345K Hold
1,036
– – 0.03% 127
2024
Q1 		$380K Buy
+1,036
New +$331K 0.03% 121

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

LBMC Investment Advisors's CAT Position: Q2 2026 in Review

LBMC Investment Advisors reduced its Caterpillar (CAT) stake by 0.44% in Q2 2026, selling an estimated $12.3K and leaving 3,172 shares worth $3.38M. The position accounts for 0.18% of the portfolio, ranked #59.

LBMC Investment Advisors first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. 4,061 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • LBMC Investment Advisors held 3,172 shares of Caterpillar worth $3.38M as of Q2 2026.
  • LBMC Investment Advisors sold 14 Caterpillar shares in Q2 2026, an estimated $12.3K.
  • Caterpillar made up 0.18% of LBMC Investment Advisors's portfolio in Q2 2026, its #59 holding.
  • LBMC Investment Advisors first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
  • 4,061 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.