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LGT Fund Management’s Caterpillar CAT Stock Holding History

LGT Fund 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 		– Sell
-6,720
Closed -$4.76M – 242
2026
Q1 		$4.76M Sell
6,720
-1,309
-16% -$907K 0.21% 103
2025
Q4 		$4.64M Sell
8,029
-749
-9% -$416K 0.37% 64
2025
Q3 		$4.22M Buy
8,778
+1,707
+24% +$729K 0.34% 73
2025
Q2 		$2.75M Buy
7,071
+1,822
+35% +$607K 0.24% 104
2025
Q1 		$1.73M Hold
5,249
– – 0.16% 130
2024
Q4 		$1.9M Hold
5,249
– – 0.17% 132
2024
Q3 		$2.07M Buy
+5,249
New +$1.81M 0.21% 99

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

LGT Fund Management's CAT Position: Q2 2026 in Review

LGT Fund Management sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 6,720 shares — an estimated $4.76M sold.

LGT Fund Management first reported a position in CAT in Q3 2024 and held it in 7 quarters. The position peaked at $4.76M in Q1 2026. 4,061 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • LGT Fund Management reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
  • LGT Fund Management sold 6,720 Caterpillar shares in Q2 2026, an estimated $4.76M.
  • LGT Fund Management first reported a position in Caterpillar in Q3 2024 and held it in 7 quarters.
  • LGT Fund Management's Caterpillar position peaked at $4.76M in Q1 2026.
  • 4,061 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on LGT Fund Management's 13F filing for Q2 2026, filed 10 Aug 2026.