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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LMR Partners's CAT Position: Q1 2026 in Review

LMR Partners sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 78 shares — an estimated $44.7K sold.

LMR Partners first reported a position in CAT in Q2 2014 and held it in 15 quarters. The position peaked at $6.4M in Q1 2025. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

LMR Partners reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
LMR Partners sold 78 Caterpillar shares in Q1 2026, an estimated $44.7K.
LMR Partners first reported a position in Caterpillar in Q2 2014 and held it in 15 quarters.
LMR Partners's Caterpillar position peaked at $6.4M in Q1 2025.
3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.