LCC
CAT icon

Lincoln Capital Corp’s Caterpillar CAT Stock Holding History

Lincoln Capital Corp’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 		$505K Sell
474
-27
-5% -$23.7K 0.16% 67
2026
Q1 		$355K Sell
501
-3
-0.6% -$2.08K 0.13% 70
2025
Q4 		$289K Buy
+504
New +$280K 0.1% 72
2025
Q2 		– Sell
-630
Closed -$208K – 91
2025
Q1 		$208K Buy
630
+45
+8% +$16K 0.09% 86
2024
Q4 		$212K Buy
585
+58
+11% +$22.5K 0.09% 79
2024
Q3 		$206K Buy
+527
New +$182K 0.08% 79

Other funds holding CAT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Lincoln Capital Corp's CAT Position: Q2 2026 in Review

Lincoln Capital Corp reduced its Caterpillar (CAT) stake by 5.4% in Q2 2026, selling an estimated $23.7K and leaving 474 shares worth $505K. The position accounts for 0.16% of the portfolio, ranked #67.

Lincoln Capital Corp first reported a position in CAT in Q3 2024 and has held it in 6 quarters since. 2,384 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Lincoln Capital Corp held 474 shares of Caterpillar worth $505K as of Q2 2026.
  • Lincoln Capital Corp sold 27 Caterpillar shares in Q2 2026, an estimated $23.7K.
  • Caterpillar made up 0.16% of Lincoln Capital Corp's portfolio in Q2 2026, its #67 holding.
  • Lincoln Capital Corp first reported a position in Caterpillar in Q3 2024 and has held it in 6 quarters since.
  • 2,384 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Lincoln Capital Corp's 13F filing for Q2 2026, filed 16 Jul 2026.