Lewis Asset Management’s Caterpillar CAT Stock Holding History

Lewis Asset 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	$1.6M	Buy	1,505 +1,189	+376%	+$1.04M	0.56%	45
2026 Q1	$224K	Buy	+316	New	+$219K	0.09%	181
2024 Q1	–	Sell	-708	Closed	-$209K	–	119
2023 Q4	$209K	Buy	+708	New	+$184K	0.19%	103

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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 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 Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Lewis Asset Management's CAT Position: Q2 2026 in Review

Lewis Asset Management increased its Caterpillar (CAT) stake by 376% in Q2 2026, buying an estimated $1.04M and bringing the position to 1,505 shares worth $1.6M. The position accounts for 0.56% of the portfolio, ranked #45.

Lewis Asset Management first reported a position in CAT in Q4 2023 and has held it in 3 quarters since. 1,899 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Lewis Asset Management held 1,505 shares of Caterpillar worth $1.6M as of Q2 2026.
Lewis Asset Management bought 1,189 Caterpillar shares in Q2 2026, an estimated $1.04M.
Caterpillar made up 0.56% of Lewis Asset Management's portfolio in Q2 2026, its #45 holding.
Lewis Asset Management first reported a position in Caterpillar in Q4 2023 and has held it in 3 quarters since.
1,899 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.