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
2025
Q3 		– Sell
-1,300
Closed -$505K – 1462
2025
Q2 		$505K Sell
1,300
-25,400
-95% -$8.47M ﹤0.01% 945
2025
Q1 		$8.81M Buy
+26,700
New +$9.51M 0.08% 273
2024
Q4 		– Sell
-5,500
Closed -$2.15M – 1250
2024
Q3 		$2.15M Hold
5,500
– – 0.02% 588
2024
Q2 		$1.83M Hold
5,500
– – 0.02% 561
2024
Q1 		$2.02M Hold
5,500
– – 0.02% 546
2023
Q4 		$1.63M Buy
+5,500
New +$1.43M 0.02% 509

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

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.