Lloyd Advisory Services’s Caterpillar CAT Stock Holding History

Lloyd Advisory Services’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	–	Sell	-137	Closed	-$96.7K	–	688
2026 Q1	$96.7K	Buy	+137	New	+$94.9K	0.03%	205
2023 Q4	–	Sell	-1,065	Closed	-$291K	–	174
2023 Q3	$291K	Buy	+1,065	New	+$289K	0.1%	186
2022 Q2	–	Sell	-307	Closed	-$68K	–	137
2022 Q1	$68K	Buy	307 +87	+40%	+$18.2K	0.03%	195
2021 Q4	$45K	Buy	220 +213	+3,043%	+$42.9K	0.02%	213
2021 Q3	$1K	Sell	7 -13	-65%	-$2.71K	﹤0.01%	361
2021 Q2	$4K	Sell	20 -2	-9%	-$462	﹤0.01%	330
2021 Q1	$5K	Buy	22 +1	+5%	+$207	﹤0.01%	285
2020 Q4	$4K	Hold	21	–	–	﹤0.01%	263
2020 Q3	$3K	Sell	21 -10	-32%	-$1.41K	﹤0.01%	257
2020 Q2	$4K	Buy	31 +1	+3%	+$119	﹤0.01%	220
2020 Q1	$4K	Buy	30 +12	+67%	+$1.53K	﹤0.01%	184
2019 Q4	$3K	Buy	+18	New	+$2.51K	﹤0.01%	267

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Lloyd Advisory Services's CAT Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 137 shares — an estimated $96.7K sold.

Lloyd Advisory Services first reported a position in CAT in Q4 2019 and held it in 12 quarters. The position peaked at $291K in Q3 2023. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Lloyd Advisory Services reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 137 Caterpillar shares in Q2 2026, an estimated $96.7K.
Lloyd Advisory Services first reported a position in Caterpillar in Q4 2019 and held it in 12 quarters.
Lloyd Advisory Services's Caterpillar position peaked at $291K in Q3 2023.
4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.