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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LBMC Investment Advisors's CAT Position: Q1 2026 in Review

LBMC Investment Advisors increased its Caterpillar (CAT) stake by 0.85% in Q1 2026, buying an estimated $18.7K and bringing the position to 3,186 shares worth $2.26M. The position accounts for 0.14% of the portfolio, ranked #72.

LBMC Investment Advisors first reported a position in CAT in Q1 2024 and has held it in 9 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • LBMC Investment Advisors held 3,186 shares of Caterpillar worth $2.26M as of Q1 2026.
  • LBMC Investment Advisors bought 27 Caterpillar shares in Q1 2026, an estimated $18.7K.
  • Caterpillar made up 0.14% of LBMC Investment Advisors's portfolio in Q1 2026, its #72 holding.
  • LBMC Investment Advisors first reported a position in Caterpillar in Q1 2024 and has held it in 9 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.