LPL Financial’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
Sell
-700
Closed -$496K 6220
2026
Q1
$496K Sell
700
-200
-22% -$139K ﹤0.01% 4760
2025
Q4
$516K Buy
900
+200
+29% +$111K ﹤0.01% 4683
2025
Q3
$334K Buy
+700
New +$299K ﹤0.01% 4972

Other funds holding CAT

LPL Financial's CAT Position: Q2 2026 in Review

LPL Financial increased its Caterpillar (CAT) stake by 7.5% in Q2 2026, buying an estimated $72.8M and bringing the position to 1,182,150 shares worth $1.26B. The position accounts for 0.28% of the portfolio, ranked #65.

LPL Financial first reported a position in CAT in Q2 2013 and has held it in 50 quarters since. 4,054 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • LPL Financial held 1,182,150 shares of Caterpillar worth $1.26B as of Q2 2026.
  • LPL Financial bought 82,882 Caterpillar shares in Q2 2026, an estimated $72.8M.
  • Caterpillar made up 0.28% of LPL Financial's portfolio in Q2 2026, its #65 holding.
  • LPL Financial first reported a position in Caterpillar in Q2 2013 and has held it in 50 quarters since.
  • 4,054 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.