Lee Financial’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $236K | Buy |
+222
| New | +$195K | 0.03% | 149 |
|
|
2024
Q1 | – | Sell |
-167
| Closed | -$49.4K | – | 254 |
|
|
2023
Q4 | $49.4K | Buy |
167
+12
| +8% | +$3.11K | 0.01% | 239 |
|
|
2023
Q3 | $42.3K | Hold |
155
| – | – | 0.01% | 238 |
|
|
2023
Q2 | $38.1K | Hold |
155
| – | – | 0.01% | 242 |
|
|
2023
Q1 | $35.5K | Sell |
155
-3
| -2% | -$725 | 0.01% | 255 |
|
|
2022
Q4 | $37.9K | Hold |
158
| – | – | 0.01% | 273 |
|
|
2022
Q3 | $26K | Sell |
158
-4
| -2% | -$731 | ﹤0.01% | 302 |
|
|
2022
Q2 | $29K | Buy |
162
+42
| +35% | +$8.85K | 0.01% | 291 |
|
|
2022
Q1 | $27K | Sell |
120
-24
| -17% | -$5.03K | ﹤0.01% | 299 |
|
|
2021
Q4 | $30K | Buy |
144
+19
| +15% | +$3.83K | 0.01% | 311 |
|
|
2021
Q3 | $24K | Sell |
125
-150
| -55% | -$31.2K | 0.01% | 304 |
|
|
2021
Q2 | $60K | Hold |
275
| – | – | 0.01% | 212 |
|
|
2021
Q1 | $64K | Buy |
275
+100
| +57% | +$20.7K | 0.02% | 214 |
|
|
2020
Q4 | $32K | Sell |
175
-13
| -7% | -$2.21K | 0.01% | 242 |
|
|
2020
Q3 | $28K | Hold |
188
| – | – | 0.01% | 277 |
|
|
2020
Q2 | $24K | Hold |
188
| – | – | 0.01% | 262 |
|
|
2020
Q1 | $22K | Hold |
188
| – | – | 0.01% | 222 |
|
|
2019
Q4 | $28K | Hold |
188
| – | – | 0.01% | 229 |
|
|
2019
Q3 | $24K | Hold |
188
| – | – | 0.01% | 240 |
|
|
2019
Q2 | $26K | Hold |
188
| – | – | 0.01% | 240 |
|
|
2019
Q1 | $25K | Buy |
188
+13
| +7% | +$1.73K | 0.01% | 235 |
|
|
2018
Q4 | $22K | Sell |
175
-51
| -23% | -$6.63K | 0.01% | 219 |
|
|
2018
Q3 | $34K | Sell |
226
-588
| -72% | -$83.2K | 0.01% | 214 |
|
|
2018
Q2 | $111K | Hold |
814
| – | – | 0.03% | 200 |
|
|
2018
Q1 | $120K | Buy |
814
+639
| +365% | +$101K | 0.03% | 191 |
|
|
2017
Q4 | $28K | Hold |
175
| – | – | 0.01% | 225 |
|
|
2017
Q3 | $22K | Hold |
175
| – | – | 0.01% | 240 |
|
|
2017
Q2 | $19K | Hold |
175
| – | – | 0.01% | 249 |
|
|
2017
Q1 | $16K | Hold |
175
| – | – | 0.01% | 226 |
|
|
2016
Q4 | $16K | Buy |
+175
| New | +$15.9K | 0.01% | 237 |
|
Other funds holding CAT
Lee Financial's CAT Position: Q2 2026 in Review
Lee Financial opened a new position in Caterpillar (CAT) in Q2 2026: 222 shares worth $236K. The stake represents 0.03% of the portfolio and ranks #149 among its holdings. This is a return to the name: Lee Financial previously reported a position in CAT as recently as Q4 2023.
Lee Financial first reported a position in CAT in Q4 2016 and has held it in 30 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Lee Financial held 222 shares of Caterpillar worth $236K as of Q2 2026.
- Caterpillar was a new Lee Financial position in Q2 2026.
- Caterpillar made up 0.03% of Lee Financial's portfolio in Q2 2026, its #149 holding.
- Lee Financial first reported a position in Caterpillar in Q4 2016 and has held it in 30 quarters since.
- 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.