Lord, Abbett & Co
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Lord, Abbett & Co’s Caterpillar CAT Stock Holding History

Lord, Abbett & Co’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
Q1 		– Sell
-62,065
Closed -$35.6M – 575
2025
Q4 		$35.6M Buy
+62,065
New +$34.5M 0.11% 196
2019
Q4 		– Sell
-74,200
Closed -$9.37M – 675
2019
Q3 		$9.37M Sell
74,200
-676
-0.9% -$85.9K 0.03% 540
2019
Q2 		$10.2M Buy
74,876
+86
+0.1% +$11.4K 0.03% 542
2019
Q1 		$10.1M Sell
74,790
-300
-0.4% -$39.8K 0.03% 560
2018
Q4 		$9.54M Sell
75,090
-483,954
-87% -$63M 0.03% 545
2018
Q3 		$85.2M Buy
559,044
+115,500
+26% +$16.3M 0.24% 109
2018
Q2 		$60.2M Buy
443,544
+195,500
+79% +$29.2M 0.18% 189
2018
Q1 		$36.6M Sell
248,044
-240,144
-49% -$37.9M 0.11% 299
2017
Q4 		$76.9M Sell
488,188
-224,521
-32% -$31.1M 0.22% 129
2017
Q3 		$88.9M Sell
712,709
-23,436
-3% -$2.7M 0.26% 99
2017
Q2 		$79.1M Sell
736,145
-411,881
-36% -$41.8M 0.24% 120
2017
Q1 		$106M Sell
1,148,026
-296,290
-21% -$28M 0.32% 70
2016
Q4 		$134M Buy
1,444,316
+817,702
+130% +$74.1M 0.41% 43
2016
Q3 		$55.6M Buy
626,614
+3,121
+0.5% +$255K 0.17% 193
2016
Q2 		$47.3M Buy
623,493
+135,943
+28% +$10.2M 0.15% 219
2016
Q1 		$37.3M Buy
+487,550
New +$32.7M 0.12% 268
2015
Q4 		– Sell
-259,800
Closed -$17M – 892
2015
Q3 		$17M Sell
259,800
-1,950,100
-88% -$149M 0.05% 469
2015
Q2 		$187M Sell
2,209,900
-113,700
-5% -$9.78M 0.49% 24
2015
Q1 		$186M Buy
2,323,600
+83,200
+4% +$6.91M 0.47% 33
2014
Q4 		$205M Buy
2,240,400
+977,396
+77% +$95.1M 0.52% 36
2014
Q3 		$125M Sell
1,263,004
-1,391,491
-52% -$148M 0.31% 73
2014
Q2 		$288M Buy
2,654,495
+2,427,546
+1,070% +$255M 0.65% 12
2014
Q1 		$22.6M Sell
226,949
-837,397
-79% -$79M 0.05% 476
2013
Q4 		$96.7M Sell
1,064,346
-1,265,977
-54% -$108M 0.22% 125
2013
Q3 		$195M Buy
2,330,323
+1,140,703
+96% +$96.5M 0.45% 36
2013
Q2 		$98.1M Buy
+1,189,620
New +$101M 0.23% 114

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
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

Lord, Abbett & Co's CAT Position: Q1 2026 in Review

Lord, Abbett & Co sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 62,065 shares — an estimated $35.6M sold.

Lord, Abbett & Co first reported a position in CAT in Q2 2013 and held it in 26 quarters. The position peaked at $288M in Q2 2014. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Lord, Abbett & Co reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
  • Lord, Abbett & Co sold 62,065 Caterpillar shares in Q1 2026, an estimated $35.6M.
  • Lord, Abbett & Co first reported a position in Caterpillar in Q2 2013 and held it in 26 quarters.
  • Lord, Abbett & Co's Caterpillar position peaked at $288M in Q2 2014.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Lord, Abbett & Co's 13F filing for Q1 2026, filed 14 May 2026.