LCM
CAT icon

Logan Capital Management’s Caterpillar CAT Stock Holding History

Logan Capital 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 		– Sell
-21,573
Closed -$15.3M – 480
2026
Q1 		$15.3M Buy
+21,573
New +$14.9M 0.67% 38

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State Street
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Logan Capital Management's CAT Position: Q2 2026 in Review

Logan Capital Management opened a new position in Caterpillar (CAT) in Q2 2026: 21,573 shares worth $23M. The stake represents 0.85% of the portfolio and ranks #25 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in CAT as recently as Q4 2025.

Logan Capital Management first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Logan Capital Management held 21,573 shares of Caterpillar worth $23M as of Q2 2026.
  • Caterpillar was a new Logan Capital Management position in Q2 2026.
  • Caterpillar made up 0.85% of Logan Capital Management's portfolio in Q2 2026, its #25 holding.
  • Logan Capital Management first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.