LWP
CAT icon

LMG Wealth Partners’s Caterpillar CAT Stock Holding History

LMG Wealth 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 		$10.4M Buy
9,767
+104
+1% +$91.4K 1.66% 15
2026
Q1 		$6.85M Sell
9,663
-40
-0.4% -$27.7K 1.25% 25
2025
Q4 		$5.56M Sell
9,703
-523
-5% -$291K 1.04% 32
2025
Q3 		$4.88M Sell
10,226
-57
-0.6% -$24.3K 0.91% 39
2025
Q2 		$3.99M Buy
10,283
+324
+3% +$108K 0.82% 42
2025
Q1 		$3.28M Buy
9,959
+67
+0.7% +$23.9K 0.73% 43
2024
Q4 		$3.59M Buy
9,892
+68
+0.7% +$26.4K 0.78% 42
2024
Q3 		$3.84M Buy
9,824
+196
+2% +$67.7K 0.88% 40
2024
Q2 		$3.21M Buy
9,628
+233
+2% +$80.8K 0.8% 38
2024
Q1 		$3.44M Buy
9,395
+357
+4% +$114K 0.87% 38
2023
Q4 		$2.67M Buy
9,038
+162
+2% +$42K 0.74% 40
2023
Q3 		$2.42M Buy
8,876
+196
+2% +$53.2K 0.74% 43
2023
Q2 		$2.14M Buy
8,680
+187
+2% +$41.7K 0.65% 45
2023
Q1 		$1.94M Buy
8,493
+332
+4% +$80.3K 0.63% 46
2022
Q4 		$2.09M Buy
+8,161
New +$1.78M 0.69% 45

Other funds holding CAT

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

LMG Wealth Partners's CAT Position: Q2 2026 in Review

LMG Wealth Partners increased its Caterpillar (CAT) stake by 1.1% in Q2 2026, buying an estimated $91.4K and bringing the position to 9,767 shares worth $10.4M. The position accounts for 1.66% of the portfolio, ranked #15.

LMG Wealth Partners first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • LMG Wealth Partners held 9,767 shares of Caterpillar worth $10.4M as of Q2 2026.
  • LMG Wealth Partners bought 104 Caterpillar shares in Q2 2026, an estimated $91.4K.
  • Caterpillar made up 1.66% of LMG Wealth Partners's portfolio in Q2 2026, its #15 holding.
  • LMG Wealth Partners first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.