LIP
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Liontrust Investment Partners’s Caterpillar CAT Stock Holding History

Liontrust Investment Partners’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
Q1 		$17.9M Buy
+25,328
New +$17.5M 0.31% 66

Other funds holding CAT

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State Street
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VCM
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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Liontrust Investment Partners's CAT Position: Q1 2026 in Review

Liontrust Investment Partners opened a new position in Caterpillar (CAT) in Q1 2026: 25,328 shares worth $17.9M. The stake represents 0.31% of the portfolio and ranks #66 among its holdings.

3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Liontrust Investment Partners held 25,328 shares of Caterpillar worth $17.9M as of Q1 2026.
  • Caterpillar was a new Liontrust Investment Partners position in Q1 2026.
  • Caterpillar made up 0.31% of Liontrust Investment Partners's portfolio in Q1 2026, its #66 holding.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Liontrust Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.