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LM Advisors’s Caterpillar CAT Stock Holding History

LM Advisors’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 		$388K Buy
365
+107
+41% +$94K 0.04% 173
2026
Q1 		$365 Buy
+258
New +$179K 0.01% 208
2025
Q2 		– Sell
-1,163
Closed -$384K – 199
2025
Q1 		$384K Sell
1,163
-123
-10% -$43.8K 0.07% 171
2024
Q4 		$467K Buy
+1,286
New +$499K 0.08% 139
2024
Q1 		– Sell
-461
Closed -$136K – 286
2023
Q4 		$136K Buy
+461
New +$120K 0.03% 223

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

LM Advisors's CAT Position: Q2 2026 in Review

LM Advisors increased its Caterpillar (CAT) stake by 41% in Q2 2026, buying an estimated $94K and bringing the position to 365 shares worth $388K. The position accounts for 0.04% of the portfolio, ranked #173.

LM Advisors first reported a position in CAT in Q4 2023 and has held it in 5 quarters since. The position peaked at $467K in Q4 2024. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • LM Advisors held 365 shares of Caterpillar worth $388K as of Q2 2026.
  • LM Advisors bought 107 Caterpillar shares in Q2 2026, an estimated $94K.
  • Caterpillar made up 0.04% of LM Advisors's portfolio in Q2 2026, its #173 holding.
  • LM Advisors first reported a position in Caterpillar in Q4 2023 and has held it in 5 quarters since.
  • LM Advisors's Caterpillar position peaked at $467K in Q4 2024.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.