LGF
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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
Q2 		– Sell
-8,455
Closed -$5.99M – 288
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 Group Foundation's CAT Position: Q2 2026 in Review

LGT Group Foundation sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 8,455 shares — an estimated $5.99M sold.

LGT Group Foundation first reported a position in CAT in Q4 2021 and held it in 18 quarters. The position peaked at $5.99M in Q1 2026. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • LGT Group Foundation reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
  • LGT Group Foundation sold 8,455 Caterpillar shares in Q2 2026, an estimated $5.99M.
  • LGT Group Foundation first reported a position in Caterpillar in Q4 2021 and held it in 18 quarters.
  • LGT Group Foundation's Caterpillar position peaked at $5.99M in Q1 2026.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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