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Lombard Odier Asset Management (USA)’s Caterpillar CAT Stock Holding History

Lombard Odier Asset Management (USA)’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
2023
Q1 		– Sell
-50,000
Closed -$12M – 321
2022
Q4 		$12M Buy
+50,000
New +$10.9M 0.31% 73
2020
Q4 		– Sell
-65,000
Closed -$9.7M – 260
2020
Q3 		$9.7M Buy
+65,000
New +$9.13M 0.63% 31

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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 $1.66T AUM 25.57% 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

Lombard Odier Asset Management (USA)'s CAT Position: Q1 2026 in Review

Lombard Odier Asset Management (USA) sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 2,250 shares — an estimated $1.29M sold.

Lombard Odier Asset Management (USA) first reported a position in CAT in Q3 2016 and held it in 4 quarters. The position peaked at $1.77M in Q3 2016. 3,747 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Lombard Odier Asset Management (USA) reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
  • Lombard Odier Asset Management (USA) sold 2,250 Caterpillar shares in Q1 2026, an estimated $1.29M.
  • Lombard Odier Asset Management (USA) first reported a position in Caterpillar in Q3 2016 and held it in 4 quarters.
  • Lombard Odier Asset Management (USA)'s Caterpillar position peaked at $1.77M in Q3 2016.
  • 3,747 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q1 2026, filed 15 May 2026.