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
Q2 		$10.2M Sell
9,540
-15,788
-62% -$13.9M 0.15% 91
2026
Q1 		$17.9M Buy
+25,328
New +$17.5M 0.31% 66

Other funds holding CAT

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Liontrust Investment Partners's CAT Position: Q2 2026 in Review

Liontrust Investment Partners reduced its Caterpillar (CAT) stake by 62% in Q2 2026, selling an estimated $13.9M and leaving 9,540 shares worth $10.2M. The position accounts for 0.15% of the portfolio, ranked #91.

Liontrust Investment Partners first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. The position peaked at $17.9M in Q1 2026. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Liontrust Investment Partners held 9,540 shares of Caterpillar worth $10.2M as of Q2 2026.
  • Liontrust Investment Partners sold 15,788 Caterpillar shares in Q2 2026, an estimated $13.9M.
  • Caterpillar made up 0.15% of Liontrust Investment Partners's portfolio in Q2 2026, its #91 holding.
  • Liontrust Investment Partners first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
  • Liontrust Investment Partners's Caterpillar position peaked at $17.9M in Q1 2026.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Liontrust Investment Partners's 13F filing for Q2 2026, filed 18 Aug 2026.