LCM
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Leisure Capital Management’s Caterpillar CAT Stock Holding History

Leisure Capital Management’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 		$2.6M Hold
2,439
– – 0.81% 27
2026
Q1 		$1.73M Buy
2,439
+6
+0.2% +$4.16K 0.6% 41
2025
Q4 		$1.39M Buy
2,433
+959
+65% +$533K 0.46% 54
2025
Q3 		$703K Sell
1,474
-4
-0.3% -$1.71K 0.24% 87
2025
Q2 		$574K Hold
1,478
– – 0.22% 92
2025
Q1 		$487K Hold
1,478
– – 0.2% 96
2024
Q4 		$536K Hold
1,478
– – 0.21% 100
2024
Q3 		$578K Buy
1,478
+67
+5% +$23.1K 0.25% 98
2024
Q2 		$470K Buy
+1,411
New +$489K 0.22% 103

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

Leisure Capital Management's CAT Position: Q2 2026 in Review

Leisure Capital Management held its Caterpillar (CAT) position steady in Q2 2026 at 2,439 shares worth $2.6M. The position accounts for 0.81% of the portfolio, ranked #27.

Leisure Capital Management first reported a position in CAT in Q2 2024 and has held it in 9 quarters since. 4,033 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Leisure Capital Management held 2,439 shares of Caterpillar worth $2.6M as of Q2 2026.
  • Leisure Capital Management left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.81% of Leisure Capital Management's portfolio in Q2 2026, its #27 holding.
  • Leisure Capital Management first reported a position in Caterpillar in Q2 2024 and has held it in 9 quarters since.
  • 4,033 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Leisure Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.