LIG
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Lokken Investment Group’s Caterpillar CAT Stock Holding History

Lokken Investment Group’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 		$318K Buy
+667
New +$285K 0.11% 111
2024
Q4 		– Sell
-647
Closed -$253K – 143
2024
Q3 		$253K Sell
647
-132
-17% -$45.6K 0.11% 127
2024
Q2 		$259K Buy
779
+142
+22% +$49.2K 0.12% 118
2024
Q1 		$233K Buy
+637
New +$204K 0.12% 125

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Lokken Investment Group's CAT Position: Q3 2025 in Review

Lokken Investment Group opened a new position in Caterpillar (CAT) in Q3 2025: 667 shares worth $318K. The stake represents 0.11% of the portfolio and ranks #111 among its holdings. This is a return to the name: Lokken Investment Group previously reported a position in CAT as recently as Q3 2024.

Lokken Investment Group first reported a position in CAT in Q1 2024 and has held it in 4 quarters since. 3,143 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

  • Lokken Investment Group held 667 shares of Caterpillar worth $318K as of Q3 2025.
  • Caterpillar was a new Lokken Investment Group position in Q3 2025.
  • Caterpillar made up 0.11% of Lokken Investment Group's portfolio in Q3 2025, its #111 holding.
  • Lokken Investment Group first reported a position in Caterpillar in Q1 2024 and has held it in 4 quarters since.
  • 3,143 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.