LS Investment Advisors’s Caterpillar CAT Stock Holding History

LS Investment Advisors’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 Q2	$31M	Sell	29,101 -748	-3%	-$657K	4.2%	4
2026 Q1	$21.1M	Sell	29,849 -3,181	-10%	-$2.2M	3.16%	5
2025 Q4	$18.9M	Sell	33,030 -2,072	-6%	-$1.15M	2.65%	10
2025 Q3	$16.7M	Sell	35,102 -2,694	-7%	-$1.15M	2.36%	11
2025 Q2	$14.7M	Sell	37,796 -213	-0.6%	-$71K	2.14%	13
2025 Q1	$12.5M	Buy	38,009 +89	+0.2%	+$31.7K	1.93%	16
2024 Q4	$13.8M	Sell	37,920 -430	-1%	-$167K	2.02%	14
2024 Q3	$15M	Sell	38,350 -219	-0.6%	-$75.6K	2.22%	11
2024 Q2	$12.8M	Sell	38,569 -681	-2%	-$236K	2%	12
2024 Q1	$14.4M	Buy	39,250 +394	+1%	+$126K	2.28%	12
2023 Q4	$11.5M	Sell	38,856 -271	-0.7%	-$70.3K	1.99%	15
2023 Q3	$10.7M	Sell	39,127 -705	-2%	-$191K	2.01%	12
2023 Q2	$9.8M	Buy	39,832 +173	+0.4%	+$38.6K	1.72%	18
2023 Q1	$9.08M	Sell	39,659 -839	-2%	-$203K	1.68%	19
2022 Q4	$9.7M	Sell	40,498 -1,159	-3%	-$252K	1.89%	19
2022 Q3	$6.83M	Buy	41,657 +2,915	+8%	+$532K	1.39%	31
2022 Q2	$6.93M	Buy	38,742 +2,340	+6%	+$493K	1.29%	35
2022 Q1	$8.11M	Buy	36,402 +30,360	+502%	+$6.37M	1.29%	32
2021 Q4	$1.25M	Sell	6,042 -1,262	-17%	-$254K	0.19%	65
2021 Q3	$1.4M	Sell	7,304 -300	-4%	-$62.5K	0.18%	67
2021 Q2	$1.66M	Sell	7,604 -37,383	-83%	-$8.63M	0.21%	66
2021 Q1	$10.4M	Sell	44,987 -4,718	-9%	-$977K	0.58%	45
2020 Q4	$9.05M	Sell	49,705 -2,064	-4%	-$350K	0.48%	50
2020 Q3	$7.72M	Buy	51,769 +1,166	+2%	+$164K	0.44%	55
2020 Q2	$6.4M	Buy	50,603 +2,066	+4%	+$245K	0.4%	57
2020 Q1	$5.63M	Sell	48,537 -5,133	-10%	-$656K	0.41%	59
2019 Q4	$7.93M	Buy	53,670 +2,914	+6%	+$407K	0.43%	49
2019 Q3	$6.41M	Buy	50,756 +2,826	+6%	+$359K	0.37%	63
2019 Q2	$6.53M	Buy	47,930 +2,593	+6%	+$343K	0.39%	57
2019 Q1	$6.14M	Buy	45,337 +21,063	+87%	+$2.8M	0.38%	61
2018 Q4	$3.08M	Buy	24,274 +666	+3%	+$86.7K	0.21%	106
2018 Q3	$3.6M	Sell	23,608 -317	-1%	-$44.8K	0.21%	107
2018 Q2	$3.25M	Sell	23,925 -799	-3%	-$119K	0.2%	111
2018 Q1	$3.64M	Sell	24,724 -802	-3%	-$127K	0.22%	98
2017 Q4	$4.02M	Sell	25,526 -410	-2%	-$56.9K	0.23%	90
2017 Q3	$3.23M	Sell	25,936 -618	-2%	-$71.2K	0.19%	109
2017 Q2	$2.85M	Sell	26,554 -510	-2%	-$51.8K	0.17%	123
2017 Q1	$2.51M	Buy	27,064 +487	+2%	+$46.1K	0.16%	133
2016 Q4	$2.46M	Buy	26,577 +869	+3%	+$78.8K	0.17%	113
2016 Q3	$2.28M	Sell	25,708 -1,752	-6%	-$143K	0.17%	119
2016 Q2	$2.08M	Buy	27,460 +733	+3%	+$54.9K	0.14%	140
2016 Q1	$2.05M	Buy	26,727 +164	+0.6%	+$11K	0.15%	132
2015 Q4	$1.8M	Buy	26,563 +581	+2%	+$40.6K	0.14%	140
2015 Q3	$1.7M	Buy	25,982 +808	+3%	+$61.8K	0.14%	160
2015 Q2	$2.13M	Buy	25,174 +1,072	+4%	+$92.2K	0.16%	133
2015 Q1	$1.93M	Buy	24,102 +6,779	+39%	+$563K	0.15%	153
2014 Q4	$1.59M	Buy	17,323 +345	+2%	+$33.6K	0.13%	178
2014 Q3	$1.68M	Buy	16,978 +864	+5%	+$91.6K	0.14%	142
2014 Q2	$1.75M	Sell	16,114 -1,658	-9%	-$174K	0.15%	139
2014 Q1	$1.77M	Buy	17,772 +7,596	+75%	+$716K	0.14%	140
2013 Q4	$924K	Buy	10,176 +223	+2%	+$19K	0.08%	186
2013 Q3	$830K	Buy	9,953 +2,720	+38%	+$230K	0.1%	145
2013 Q2	$597K	Buy	+7,233	New	+$615K	0.08%	153

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

LS Investment Advisors's CAT Position: Q2 2026 in Review

LS Investment Advisors reduced its Caterpillar (CAT) stake by 2.5% in Q2 2026, selling an estimated $657K and leaving 29,101 shares worth $31M. The position accounts for 4.2% of the portfolio, ranked #4.

LS Investment Advisors first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 958 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

LS Investment Advisors held 29,101 shares of Caterpillar worth $31M as of Q2 2026.
LS Investment Advisors sold 748 Caterpillar shares in Q2 2026, an estimated $657K.
Caterpillar made up 4.2% of LS Investment Advisors's portfolio in Q2 2026, its #4 holding.
LS Investment Advisors first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
958 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on LS Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.