Liberty Capital Management’s Caterpillar CAT Stock Holding History

Liberty Capital 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	$248K	Buy	+233	New	+$205K	0.04%	171
2018 Q1	–	Sell	-130	Closed	-$22K	–	124
2017 Q4	$22K	Hold	130	–	–	0.01%	212
2017 Q3	$17K	Hold	130	–	–	0.01%	231
2017 Q2	$14K	Hold	130	–	–	0.01%	224
2017 Q1	$12K	Hold	130	–	–	0.01%	217
2016 Q4	$12K	Hold	130	–	–	0.01%	212
2016 Q3	$11K	Buy	+130	New	+$10.6K	0.01%	213
2013 Q4	–	Sell	-3,090	Closed	-$258K	–	97
2013 Q3	$258K	Sell	3,090 -625	-17%	-$52.9K	0.2%	91
2013 Q2	$306K	Buy	+3,715	New	+$316K	0.26%	80

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Liberty Capital Management's CAT Position: Q2 2026 in Review

Liberty Capital Management opened a new position in Caterpillar (CAT) in Q2 2026: 233 shares worth $248K. The stake represents 0.04% of the portfolio and ranks #171 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in CAT as recently as Q4 2017.

Liberty Capital Management first reported a position in CAT in Q2 2013 and has held it in 9 quarters since. The position peaked at $306K in Q2 2013. 2,716 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Liberty Capital Management held 233 shares of Caterpillar worth $248K as of Q2 2026.
Caterpillar was a new Liberty Capital Management position in Q2 2026.
Caterpillar made up 0.04% of Liberty Capital Management's portfolio in Q2 2026, its #171 holding.
Liberty Capital Management first reported a position in Caterpillar in Q2 2013 and has held it in 9 quarters since.
Liberty Capital Management's Caterpillar position peaked at $306K in Q2 2013.
2,716 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.