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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LMG Wealth Partners's CAT Position: Q1 2026 in Review

LMG Wealth Partners reduced its Caterpillar (CAT) stake by 0.41% in Q1 2026, selling an estimated $27.7K and leaving 9,663 shares worth $6.85M. The position accounts for 1.25% of the portfolio, ranked #25.

LMG Wealth Partners first reported a position in CAT in Q4 2022 and has held it in 14 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • LMG Wealth Partners held 9,663 shares of Caterpillar worth $6.85M as of Q1 2026.
  • LMG Wealth Partners sold 40 Caterpillar shares in Q1 2026, an estimated $27.7K.
  • Caterpillar made up 1.25% of LMG Wealth Partners's portfolio in Q1 2026, its #25 holding.
  • LMG Wealth Partners first reported a position in Caterpillar in Q4 2022 and has held it in 14 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.