LNC
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Lincoln National Corp’s Caterpillar CAT Stock Holding History

Lincoln National 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
2024
Q2 		– Sell
-15,968
Closed -$5.85M – 165
2024
Q1 		$5.85M Buy
15,968
+598
+4% +$191K 0.09% 133
2023
Q4 		$4.54M Buy
15,370
+145
+1% +$37.6K 0.08% 150
2023
Q3 		$4.16M Sell
15,225
-7,970
-34% -$2.16M 0.08% 141
2023
Q2 		$5.71M Sell
23,195
-346
-1% -$77.1K 0.11% 105
2023
Q1 		$5.39M Buy
23,541
+2,418
+11% +$585K 0.11% 110
2022
Q4 		$5.06M Buy
21,123
+985
+5% +$214K 0.11% 115
2022
Q3 		$3.3M Buy
20,138
+602
+3% +$110K 0.08% 136
2022
Q2 		$3.49M Buy
19,536
+786
+4% +$166K 0.08% 130
2022
Q1 		$4.18M Buy
18,750
+6,282
+50% +$1.32M 0.09% 129
2021
Q4 		$2.58M Sell
12,468
-2,412
-16% -$486K 0.05% 185
2021
Q3 		$2.86M Buy
14,880
+1,823
+14% +$380K 0.06% 162
2021
Q2 		$2.84M Buy
13,057
+4,610
+55% +$1.06M 0.06% 166
2021
Q1 		$1.96M Buy
8,447
+903
+12% +$187K 0.05% 193
2020
Q4 		$1.37M Sell
7,544
-94
-1% -$15.9K 0.04% 228
2020
Q3 		$1.14M Buy
7,638
+388
+5% +$54.5K 0.03% 232
2020
Q2 		$917K Sell
7,250
-575
-7% -$68.2K 0.03% 263
2020
Q1 		$908K Buy
7,825
+440
+6% +$56.2K 0.03% 227
2019
Q4 		$1.09M Buy
7,385
+1,450
+24% +$202K 0.04% 245
2019
Q3 		$749K Sell
5,935
-699
-11% -$88.8K 0.03% 274
2019
Q2 		$904K Sell
6,634
-5,348
-45% -$707K 0.04% 217
2019
Q1 		$1.62M Buy
11,982
+306
+3% +$40.6K 0.07% 137
2018
Q4 		$1.48M Buy
11,676
+112
+1% +$14.6K 0.07% 127
2018
Q3 		$1.76M Sell
11,564
-87
-0.7% -$12.3K 0.06% 115
2018
Q2 		$1.58M Buy
11,651
+218
+2% +$32.6K 0.06% 116
2018
Q1 		$1.69M Sell
11,433
-7,905
-41% -$1.25M 0.06% 107
2017
Q4 		$3.05M Buy
19,338
+11,118
+135% +$1.54M 0.09% 108
2017
Q3 		$1.02M Buy
8,220
+553
+7% +$63.7K 0.04% 136
2017
Q2 		$824K Buy
7,667
+196
+3% +$19.9K 0.04% 139
2017
Q1 		$693K Buy
7,471
+5,131
+219% +$486K 0.04% 151
2016
Q4 		$217K Sell
2,340
-1,501
-39% -$136K 0.01% 273
2016
Q3 		$341K Buy
3,841
+179
+5% +$14.6K 0.02% 207
2016
Q2 		$277K Sell
3,662
-322
-8% -$24.1K 0.02% 219
2016
Q1 		$305K Sell
3,984
-6,550
-62% -$439K 0.02% 193
2015
Q4 		$667K Buy
10,534
+6,569
+166% +$459K 0.05% 104
2015
Q3 		$261K Buy
3,965
+362
+10% +$27.7K 0.02% 144
2015
Q2 		$296K Buy
3,603
+154
+4% +$13.2K 0.02% 140
2015
Q1 		$276K Buy
3,449
+837
+32% +$69.6K 0.02% 138
2014
Q4 		$239K Buy
+2,612
New +$254K 0.02% 138
2014
Q2 		– Sell
-2,117
Closed -$210K – 139
2014
Q1 		$210K Buy
+2,117
New +$200K 0.03% 109

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lincoln National Corp's CAT Position: Q2 2024 in Review

Lincoln National Corp sold out of Caterpillar (CAT) in Q2 2024, closing a stake of 15,968 shares — an estimated $5.85M sold.

Lincoln National Corp first reported a position in CAT in Q1 2014 and held it in 39 quarters. The position peaked at $5.85M in Q1 2024. 2,703 funds tracked by Wall St. Rank hold CAT as of Q2 2024.

  • Lincoln National Corp reported no remaining Caterpillar position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 15,968 Caterpillar shares in Q2 2024, an estimated $5.85M.
  • Lincoln National Corp first reported a position in Caterpillar in Q1 2014 and held it in 39 quarters.
  • Lincoln National Corp's Caterpillar position peaked at $5.85M in Q1 2024.
  • 2,703 funds tracked by Wall St. Rank held Caterpillar as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.