Lodestar Private Asset Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
Lodestar Private Asset Management's CAT Position: Q2 2026 in Review
Lodestar Private Asset Management reduced its Caterpillar (CAT) stake by 6.4% in Q2 2026, selling an estimated $57.1K and leaving 958 shares worth $1.02M. The position accounts for 0.09% of the portfolio, ranked #116.
Lodestar Private Asset Management first reported a position in CAT in Q3 2023 and has held it in 12 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Lodestar Private Asset Management held 958 shares of Caterpillar worth $1.02M as of Q2 2026.
- Lodestar Private Asset Management sold 65 Caterpillar shares in Q2 2026, an estimated $57.1K.
- Caterpillar made up 0.09% of Lodestar Private Asset Management's portfolio in Q2 2026, its #116 holding.
- Lodestar Private Asset Management first reported a position in Caterpillar in Q3 2023 and has held it in 12 quarters since.
- 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.