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LMCG Investments’s Caterpillar CAT Stock Holding History

LMCG Investments’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 		$16.4M Sell
15,428
-5,401
-26% -$4.74M 0.88% 35
2026
Q1 		$14.8M Sell
20,829
-3,657
-15% -$2.53M 0.88% 34
2025
Q4 		$14M Sell
24,486
-1,680
-6% -$934K 0.8% 37
2025
Q3 		$12.5M Sell
26,166
-590
-2% -$252K 0.73% 47
2025
Q2 		$10.4M Sell
26,756
-1,291
-5% -$430K 0.65% 47
2025
Q1 		$9.25M Sell
28,047
-3,131
-10% -$1.12M 0.61% 53
2024
Q4 		$11.3M Sell
31,178
-748
-2% -$290K 0.69% 47
2024
Q3 		$12.5M Sell
31,926
-950
-3% -$328K 0.75% 43
2024
Q2 		$11M Buy
32,876
+31
+0.1% +$10.7K 0.64% 56
2024
Q1 		$12M Sell
32,845
-388
-1% -$124K 0.71% 45
2023
Q4 		$9.83M Buy
33,233
+653
+2% +$169K 0.61% 58
2023
Q3 		$8.89M Buy
32,580
+548
+2% +$149K 0.6% 57
2023
Q2 		$7.88M Buy
32,032
+7,303
+30% +$1.63M 0.51% 70
2023
Q1 		$5.66M Buy
24,729
+3,343
+16% +$808K 0.38% 88
2022
Q4 		$5.12M Buy
+21,386
New +$4.66M 0.36% 88
2015
Q3 		$1.3M Buy
19,917
+272
+1% +$20.8K 0.03% 383
2015
Q2 		$1.67M Buy
+19,645
New +$1.69M 0.04% 373
2014
Q4 		– Sell
-14,857
Closed -$1.47M – 529
2014
Q3 		$1.47M Buy
14,857
+455
+3% +$48.2K 0.03% 368
2014
Q2 		$1.56M Buy
14,402
+1,035
+8% +$109K 0.03% 363
2014
Q1 		$1.33M Buy
13,367
+535
+4% +$50.5K 0.03% 363
2013
Q4 		$1.17M Buy
+12,832
New +$1.1M 0.02% 369
2013
Q3 		– Sell
-11,975
Closed -$988K – 469
2013
Q2 		$988K Buy
+11,975
New +$1.02M 0.03% 356

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LMCG Investments's CAT Position: Q2 2026 in Review

LMCG Investments reduced its Caterpillar (CAT) stake by 26% in Q2 2026, selling an estimated $4.74M and leaving 15,428 shares worth $16.4M. The position accounts for 0.88% of the portfolio, ranked #35.

LMCG Investments first reported a position in CAT in Q2 2013 and has held it in 22 quarters since. 2,716 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • LMCG Investments held 15,428 shares of Caterpillar worth $16.4M as of Q2 2026.
  • LMCG Investments sold 5,401 Caterpillar shares in Q2 2026, an estimated $4.74M.
  • Caterpillar made up 0.88% of LMCG Investments's portfolio in Q2 2026, its #35 holding.
  • LMCG Investments first reported a position in Caterpillar in Q2 2013 and has held it in 22 quarters since.
  • 2,716 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.