LOM Asset Management’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.83M Sell
4,531
-985
-18% -$865K 1.25% 20
2026
Q1
$3.91M Buy
5,516
+93
+2% +$64.4K 1.12% 23
2025
Q4
$3.11M Sell
5,423
-29
-0.5% -$16.1K 0.9% 30
2025
Q3
$2.6M Buy
5,452
+166
+3% +$70.9K 0.79% 36
2025
Q2
$2.05M Buy
+5,286
New +$1.76M 0.69% 46

Other funds holding CAT

LOM Asset Management's CAT Position: Q2 2026 in Review

LOM Asset Management reduced its Caterpillar (CAT) stake by 18% in Q2 2026, selling an estimated $865K and leaving 4,531 shares worth $4.83M. The position accounts for 1.25% of the portfolio, ranked #20.

LOM Asset Management first reported a position in CAT in Q2 2025 and has held it in 5 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • LOM Asset Management held 4,531 shares of Caterpillar worth $4.83M as of Q2 2026.
  • LOM Asset Management sold 985 Caterpillar shares in Q2 2026, an estimated $865K.
  • Caterpillar made up 1.25% of LOM Asset Management's portfolio in Q2 2026, its #20 holding.
  • LOM Asset Management first reported a position in Caterpillar in Q2 2025 and has held it in 5 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on LOM Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.