Lodestar Private Asset Management’s Caterpillar CAT Stock Holding History

Lodestar Private Asset 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 Q1	$725K	Buy	1,023 +15	+1%	+$10.4K	0.07%	124
2025 Q4	$577K	Sell	1,008 -71	-7%	-$39.5K	0.06%	141
2025 Q3	$515K	Buy	1,079 +237	+28%	+$101K	0.05%	148
2025 Q2	$327K	Hold	842	–	–	0.04%	177
2025 Q1	$278K	Sell	842 -25	-3%	-$8.9K	0.03%	187
2024 Q4	$315K	Sell	867 -60	-6%	-$23.3K	0.04%	171
2024 Q3	$363K	Hold	927	–	–	0.05%	163
2024 Q2	$309K	Hold	927	–	–	0.04%	168
2024 Q1	$340K	Buy	927 +97	+12%	+$31K	0.05%	164
2023 Q4	$245K	Buy	830 +35	+4%	+$9.08K	0.04%	184
2023 Q3	$217K	Buy	+795	New	+$216K	0.04%	183

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

Lodestar Private Asset Management's CAT Position: Q1 2026 in Review

Lodestar Private Asset Management increased its Caterpillar (CAT) stake by 1.5% in Q1 2026, buying an estimated $10.4K and bringing the position to 1,023 shares worth $725K. The position accounts for 0.07% of the portfolio, ranked #124.

Lodestar Private Asset Management first reported a position in CAT in Q3 2023 and has held it in 11 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Lodestar Private Asset Management held 1,023 shares of Caterpillar worth $725K as of Q1 2026.
Lodestar Private Asset Management bought 15 Caterpillar shares in Q1 2026, an estimated $10.4K.
Caterpillar made up 0.07% of Lodestar Private Asset Management's portfolio in Q1 2026, its #124 holding.
Lodestar Private Asset Management first reported a position in Caterpillar in Q3 2023 and has held it in 11 quarters since.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.