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
Q1 		– Sell
-40,000
Closed -$22.9M – 1502
2025
Q4 		$22.9M Buy
+40,000
New +$22.2M 0.04% 182
2025
Q3 		– Sell
-1,300
Closed -$505K – 1460
2025
Q2 		$505K Sell
1,300
-25,400
-95% -$8.47M ﹤0.01% 944
2025
Q1 		$8.81M Buy
+26,700
New +$9.51M 0.08% 272
2024
Q4 		– Sell
-3,300
Closed -$1.29M – 1249
2024
Q3 		$1.29M Hold
3,300
– – 0.01% 698
2024
Q2 		$1.1M Hold
3,300
– – 0.01% 660
2024
Q1 		$1.21M Hold
3,300
– – 0.01% 636
2023
Q4 		$976K Buy
+3,300
New +$856K 0.01% 583

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.