LC
CAT icon

Lincoln Capital’s Caterpillar CAT Stock Holding History

Lincoln Capital’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
Q3 		$1.94M Hold
2,355
– – 0.34% 45
2026
Q2 		$2.51M Hold
2,355
– – 0.45% 42
2026
Q1 		$1.67M Hold
2,355
– – 0.32% 46
2025
Q4 		$1.35M Hold
2,355
– – 0.24% 54
2025
Q3 		$1.17M Buy
2,355
+21
+0.9% +$8.96K 0.22% 58
2025
Q2 		$905K Buy
+2,334
New +$778K 0.17% 65

Other funds holding CAT

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Lincoln Capital's CAT Position: Q3 2026 in Review

Lincoln Capital held its Caterpillar (CAT) position steady in Q3 2026 at 2,355 shares worth $1.94M. The position accounts for 0.34% of the portfolio, ranked #45.

Lincoln Capital first reported a position in CAT in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.51M in Q2 2026. 214 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Lincoln Capital held 2,355 shares of Caterpillar worth $1.94M as of Q3 2026.
  • Lincoln Capital left its Caterpillar share count unchanged in Q3 2026.
  • Caterpillar made up 0.34% of Lincoln Capital's portfolio in Q3 2026, its #45 holding.
  • Lincoln Capital first reported a position in Caterpillar in Q2 2025 and has held it in 6 quarters since.
  • Lincoln Capital's Caterpillar position peaked at $2.51M in Q2 2026.
  • 214 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Lincoln Capital's 13F filing for Q3 2026, filed 9 Oct 2026.