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Liberty One Investment Management’s Caterpillar CAT Stock Holding History

Liberty One Investment 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 		$8.73M Sell
8,199
-3,157
-28% -$2.77M 0.87% 29
2026
Q1 		$8.04M Buy
11,356
+1,859
+20% +$1.29M 0.83% 28
2025
Q4 		$5.44M Sell
9,497
-8,830
-48% -$4.91M 0.7% 30
2025
Q3 		$8.75M Buy
18,327
+4,159
+29% +$1.78M 0.49% 33
2025
Q2 		$5.5M Buy
14,168
+133
+0.9% +$44.3K 0.56% 40
2025
Q1 		$4.63M Buy
14,035
+771
+6% +$275K 0.47% 62
2024
Q4 		$4.81M Buy
13,264
+479
+4% +$186K 0.52% 46
2024
Q3 		$5M Buy
12,785
+579
+5% +$200K 0.51% 42
2024
Q2 		$4.07M Sell
12,206
-849
-7% -$294K 0.46% 48
2024
Q1 		$4.78M Buy
13,055
+317
+2% +$101K 0.54% 36
2023
Q4 		$3.77M Buy
12,738
+519
+4% +$135K 0.46% 37
2023
Q3 		$3.34M Buy
12,219
+323
+3% +$87.6K 0.48% 33
2023
Q2 		$2.93M Buy
11,896
+420
+4% +$93.6K 0.38% 36
2023
Q1 		$2.63M Buy
11,476
+487
+4% +$118K 0.36% 42
2022
Q4 		$2.63M Buy
10,989
+310
+3% +$67.5K 0.38% 33
2022
Q3 		$1.75M Buy
10,679
+1,717
+19% +$314K 0.29% 64
2022
Q2 		$1.95M Sell
8,962
-678
-7% -$143K 0.33% 45
2022
Q1 		$2.15M Buy
9,640
+366
+4% +$76.8K 0.33% 54
2021
Q4 		$1.92M Buy
9,274
+456
+5% +$91.8K 0.29% 63
2021
Q3 		$1.69M Sell
8,818
-144
-2% -$30K 0.29% 64
2021
Q2 		$1.95M Sell
8,962
-273
-3% -$63.1K 0.33% 45
2021
Q1 		$2.14M Sell
9,235
-199
-2% -$41.2K 0.38% 42
2020
Q4 		$1.72M Buy
9,434
+205
+2% +$34.8K 0.32% 43
2020
Q3 		$1.38M Buy
9,229
+240
+3% +$33.7K 0.28% 49
2020
Q2 		$1.14M Buy
8,989
+473
+6% +$56.1K 0.25% 54
2020
Q1 		$988K Buy
8,516
+398
+5% +$50.8K 0.25% 52
2019
Q4 		$1.2M Buy
+8,118
New +$1.13M 0.26% 59

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

Liberty One Investment Management's CAT Position: Q2 2026 in Review

Liberty One Investment Management reduced its Caterpillar (CAT) stake by 28% in Q2 2026, selling an estimated $2.77M and leaving 8,199 shares worth $8.73M. The position accounts for 0.87% of the portfolio, ranked #29.

Liberty One Investment Management first reported a position in CAT in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.75M in Q3 2025. 4,061 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Liberty One Investment Management held 8,199 shares of Caterpillar worth $8.73M as of Q2 2026.
  • Liberty One Investment Management sold 3,157 Caterpillar shares in Q2 2026, an estimated $2.77M.
  • Caterpillar made up 0.87% of Liberty One Investment Management's portfolio in Q2 2026, its #29 holding.
  • Liberty One Investment Management first reported a position in Caterpillar in Q4 2019 and has held it in 27 quarters since.
  • Liberty One Investment Management's Caterpillar position peaked at $8.75M in Q3 2025.
  • 4,061 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Liberty One Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.