LGF
CAT icon

LGT Group Foundation’s Caterpillar CAT Stock Holding History

LGT Group Foundation’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
Q1 		$5.99M Buy
8,455
+6,251
+284% +$4.33M 0.07% 108
2025
Q4 		$1.27M Sell
2,204
-612
-22% -$340K 0.01% 191
2025
Q3 		$1.35M Sell
2,816
-450
-14% -$192K 0.02% 189
2025
Q2 		$1.27M Sell
3,266
-2,544
-44% -$848K 0.02% 190
2025
Q1 		$1.92M Buy
5,810
+160
+3% +$57K 0.03% 172
2024
Q4 		$2.05M Hold
5,650
– – 0.03% 168
2024
Q3 		$2.23M Buy
5,650
+125
+2% +$43.2K 0.04% 175
2024
Q2 		$1.84M Sell
5,525
-825
-13% -$286K 0.03% 182
2024
Q1 		$2.33M Sell
6,350
-500
-7% -$160K 0.06% 166
2023
Q4 		$2.03M Buy
6,850
+1,000
+17% +$259K 0.04% 179
2023
Q3 		$1.59M Hold
5,850
– – 0.04% 192
2023
Q2 		$1.44M Sell
5,850
-174
-3% -$38.8K 0.03% 210
2023
Q1 		$1.38M Buy
6,024
+344
+6% +$83.2K 0.04% 214
2022
Q4 		$1.36M Sell
5,680
-5,525
-49% -$1.2M 0.04% 211
2022
Q3 		$1.84M Buy
11,205
+2,235
+25% +$408K 0.07% 167
2022
Q2 		$1.6M Sell
8,970
-1,285
-13% -$271K 0.05% 191
2022
Q1 		$2.25M Sell
10,255
-2,650
-21% -$556K 0.05% 186
2021
Q4 		$2.67M Buy
+12,905
New +$2.6M 0.07% 166

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LGT Group Foundation's CAT Position: Q1 2026 in Review

LGT Group Foundation increased its Caterpillar (CAT) stake by 284% in Q1 2026, buying an estimated $4.33M and bringing the position to 8,455 shares worth $5.99M. The position accounts for 0.07% of the portfolio, ranked #108.

LGT Group Foundation first reported a position in CAT in Q4 2021 and has held it in 18 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • LGT Group Foundation held 8,455 shares of Caterpillar worth $5.99M as of Q1 2026.
  • LGT Group Foundation bought 6,251 Caterpillar shares in Q1 2026, an estimated $4.33M.
  • Caterpillar made up 0.07% of LGT Group Foundation's portfolio in Q1 2026, its #108 holding.
  • LGT Group Foundation first reported a position in Caterpillar in Q4 2021 and has held it in 18 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on LGT Group Foundation's 13F filing for Q1 2026, filed 28 Apr 2026.