LP
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LMR Partners’s Caterpillar CAT Stock Holding History

LMR 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 		$268K Buy
+252
New +$221K ﹤0.01% 1277
2026
Q1 		– Sell
-78
Closed -$44.7K – 1503
2025
Q4 		$44.7K Buy
+78
New +$43.4K ﹤0.01% 1383
2025
Q3 		– Sell
-2
Closed -$776 – 1461
2025
Q2 		$776 Sell
2
-19,400
-100% -$6.47M ﹤0.01% 1338
2025
Q1 		$6.4M Buy
19,402
+18,540
+2,151% +$6.6M 0.06% 344
2024
Q4 		$313K Buy
862
+860
+43,000% +$334K ﹤0.01% 895
2024
Q3 		$782 Buy
+2
New +$691 ﹤0.01% 1229
2023
Q2 		– Sell
-1,778
Closed -$407K – 928
2023
Q1 		$407K Buy
+1,778
New +$430K 0.01% 747
2020
Q1 		– Sell
-4,532
Closed -$669K – 274
2019
Q4 		$669K Buy
+4,532
New +$632K ﹤0.01% 269
2018
Q4 		– Sell
-7,106
Closed -$1.08M – 350
2018
Q3 		$1.08M Sell
7,106
-834
-11% -$118K 0.07% 130
2018
Q2 		$1.08M Sell
7,940
-21,448
-73% -$3.2M 0.06% 169
2018
Q1 		$4.63M Hold
29,388
– – 0.48% 33
2017
Q4 		$4.63M Buy
29,388
+16,648
+131% +$2.31M 0.48% 33
2017
Q3 		$1.59M Sell
12,740
-10,235
-45% -$1.18M 0.17% 69
2017
Q2 		$2.47M Buy
+22,975
New +$2.33M 0.15% 135
2017
Q1 		– Sell
-11,366
Closed -$1.05M – 367
2016
Q4 		$1.05M Buy
+11,366
New +$1.03M 0.16% 146
2014
Q3 		– Sell
-21,296
Closed -$2.31M – 346
2014
Q2 		$2.31M Buy
+21,296
New +$2.24M 0.19% 146

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

LMR Partners's CAT Position: Q2 2026 in Review

LMR Partners opened a new position in Caterpillar (CAT) in Q2 2026: 252 shares worth $268K. The stake represents ﹤0.01% of the portfolio and ranks #1277 among its holdings. This is a return to the name: LMR Partners previously reported a position in CAT as recently as Q4 2025.

LMR Partners first reported a position in CAT in Q2 2014 and has held it in 16 quarters since. The position peaked at $6.4M in Q1 2025. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • LMR Partners held 252 shares of Caterpillar worth $268K as of Q2 2026.
  • Caterpillar was a new LMR Partners position in Q2 2026.
  • Caterpillar made up ﹤0.01% of LMR Partners's portfolio in Q2 2026, its #1277 holding.
  • LMR Partners first reported a position in Caterpillar in Q2 2014 and has held it in 16 quarters since.
  • LMR Partners's Caterpillar position peaked at $6.4M in Q1 2025.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.