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LBP AM’s Caterpillar CAT Stock Holding History

LBP AM’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 		$44.9M Buy
42,175
+22,741
+117% +$20M 0.45% 44
2026
Q1 		$13.8M Buy
19,434
+14,620
+304% +$10.1M 0.19% 108
2025
Q4 		$2.76M Sell
4,814
-8,457
-64% -$4.7M 0.03% 281
2025
Q3 		$6.33M Buy
13,271
+9,436
+246% +$4.03M 0.08% 196
2025
Q2 		$1.49M Buy
3,835
+291
+8% +$97K 0.02% 293
2025
Q1 		$1.17M Sell
3,544
-3,644
-51% -$1.3M 0.02% 304
2024
Q4 		$2.61M Sell
7,188
-26,232
-78% -$10.2M 0.04% 252
2024
Q3 		$13.1M Sell
33,420
-2,117
-6% -$731K 0.2% 113
2024
Q2 		$11.8M Buy
35,537
+549
+2% +$190K 0.49% 54
2024
Q1 		$12.8M Sell
34,988
-8,679
-20% -$2.77M 0.51% 47
2023
Q4 		$12.9M Sell
43,667
-6,207
-12% -$1.61M 0.28% 94
2023
Q3 		$13.6M Buy
49,874
+25,916
+108% +$7.03M 0.3% 89
2023
Q2 		$5.89M Sell
23,958
-858
-3% -$191K 0.14% 146
2023
Q1 		$5.68M Sell
24,816
-1,145
-4% -$277K 0.14% 145
2022
Q4 		$6.22M Buy
+25,961
New +$5.65M 0.18% 121

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

LBP AM's CAT Position: Q2 2026 in Review

LBP AM increased its Caterpillar (CAT) stake by 117% in Q2 2026, buying an estimated $20M and bringing the position to 42,175 shares worth $44.9M. The position accounts for 0.45% of the portfolio, ranked #44.

LBP AM first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 1,828 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • LBP AM held 42,175 shares of Caterpillar worth $44.9M as of Q2 2026.
  • LBP AM bought 22,741 Caterpillar shares in Q2 2026, an estimated $20M.
  • Caterpillar made up 0.45% of LBP AM's portfolio in Q2 2026, its #44 holding.
  • LBP AM first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
  • 1,828 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on LBP AM's 13F filing for Q2 2026, filed 24 Jul 2026.