Lockheed Martin Investment Management’s Caterpillar CAT Stock Holding History

Lockheed Martin Investment Management’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	$10.3M	Buy	+9,700	New	+$8.52M	0.41%	56
2024 Q4	–	Sell	-5,200	Closed	-$2.03M	–	103
2024 Q3	$2.03M	Buy	+5,200	New	+$1.8M	0.09%	90
2021 Q3	–	Sell	-8,386	Closed	-$1.82M	–	84
2021 Q2	$1.82M	Sell	8,386 -61,530	-88%	-$14.2M	0.1%	82
2021 Q1	$16.2M	Sell	69,916 -5,140	-7%	-$1.06M	0.83%	36
2020 Q4	$13.7M	Hold	75,056	–	–	0.71%	35
2020 Q3	$11.2M	Sell	75,056 -3,000	-4%	-$421K	0.69%	32
2020 Q2	$9.87M	Sell	78,056 -15,870	-17%	-$1.88M	0.65%	34
2020 Q1	$10.9M	Buy	93,926 +14,900	+19%	+$1.9M	0.74%	29
2019 Q4	$11.7M	Buy	79,026 +61,816	+359%	+$8.63M	0.62%	35
2019 Q3	$2.17M	Sell	17,210 -30,490	-64%	-$3.87M	0.14%	73
2019 Q2	$6.5M	Buy	47,700 +5,700	+14%	+$753K	0.29%	80
2019 Q1	$5.69M	Buy	+42,000	New	+$5.58M	0.26%	52
2016 Q4	–	Sell	-7,500	Closed	-$666K	–	113
2016 Q3	$666K	Sell	7,500 -22,500	-75%	-$1.84M	0.06%	112
2016 Q2	$2.27M	Buy	+30,000	New	+$2.25M	0.23%	67

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Lockheed Martin Investment Management's CAT Position: Q2 2026 in Review

Lockheed Martin Investment Management opened a new position in Caterpillar (CAT) in Q2 2026: 9,700 shares worth $10.3M. The stake represents 0.41% of the portfolio and ranks #56 among its holdings. This is a return to the name: Lockheed Martin Investment Management previously reported a position in CAT as recently as Q3 2024.

Lockheed Martin Investment Management first reported a position in CAT in Q2 2016 and has held it in 14 quarters since. The position peaked at $16.2M in Q1 2021. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Lockheed Martin Investment Management held 9,700 shares of Caterpillar worth $10.3M as of Q2 2026.
Caterpillar was a new Lockheed Martin Investment Management position in Q2 2026.
Caterpillar made up 0.41% of Lockheed Martin Investment Management's portfolio in Q2 2026, its #56 holding.
Lockheed Martin Investment Management first reported a position in Caterpillar in Q2 2016 and has held it in 14 quarters since.
Lockheed Martin Investment Management's Caterpillar position peaked at $16.2M in Q1 2021.
4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Lockheed Martin Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.