LFA
CAT icon

LGT Financial Advisors’s Caterpillar CAT Stock Holding History

LGT Financial 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
Q2 		$4.26K Hold
4
– – 0.02% 190
2026
Q1 		$2.83K Hold
4
– – 0.01% 225
2025
Q4 		$2.29K Hold
4
– – 0.01% 234
2025
Q3 		$1.91K Hold
4
– – ﹤0.01% 343
2025
Q2 		$1.55K Buy
+4
New +$1.33K ﹤0.01% 368
2024
Q3 		– Sell
-28
Closed -$9.33K – 708
2024
Q2 		$9.33K Buy
+28
New +$9.71K 0.02% 484

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

LGT Financial Advisors's CAT Position: Q2 2026 in Review

LGT Financial Advisors held its Caterpillar (CAT) position steady in Q2 2026 at 4 shares worth $4.26K. The position accounts for 0.02% of the portfolio, ranked #190.

LGT Financial Advisors first reported a position in CAT in Q2 2024 and has held it in 6 quarters since. The position peaked at $9.33K in Q2 2024. 1,873 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • LGT Financial Advisors held 4 shares of Caterpillar worth $4.26K as of Q2 2026.
  • LGT Financial Advisors left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.02% of LGT Financial Advisors's portfolio in Q2 2026, its #190 holding.
  • LGT Financial Advisors first reported a position in Caterpillar in Q2 2024 and has held it in 6 quarters since.
  • LGT Financial Advisors's Caterpillar position peaked at $9.33K in Q2 2024.
  • 1,873 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.