LSV 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
Q1 | $3.2M | Buy |
4,516
+16
| +0.4% | +$11.1K | 0.01% | 521 |
|
|
2025
Q4 | $2.58M | Sell |
4,500
-77,000
| -94% | -$42.8M | 0.01% | 554 |
|
|
2025
Q3 | $38.9M | Sell |
81,500
-11,800
| -13% | -$5.04M | 0.09% | 235 |
|
|
2025
Q2 | $36.2M | Sell |
93,300
-120
| -0.1% | -$40K | 0.08% | 231 |
|
|
2025
Q1 | $30.8M | Sell |
93,420
-57,890
| -38% | -$20.6M | 0.07% | 256 |
|
|
2024
Q4 | $54.9M | Sell |
151,310
-57,790
| -28% | -$22.4M | 0.13% | 192 |
|
|
2024
Q3 | $81.8M | Buy |
209,100
+10,100
| +5% | +$3.49M | 0.18% | 155 |
|
|
2024
Q2 | $66.3M | Sell |
199,000
-12,300
| -6% | -$4.26M | 0.15% | 181 |
|
|
2024
Q1 | $77.4M | Sell |
211,300
-26,900
| -11% | -$8.6M | 0.16% | 172 |
|
|
2023
Q4 | $70.4M | Buy |
238,200
+1,000
| +0.4% | +$259K | 0.15% | 184 |
|
|
2023
Q3 | $64.8M | Sell |
237,200
-26,800
| -10% | -$7.27M | 0.15% | 185 |
|
|
2023
Q2 | $65M | Buy |
264,000
+221,100
| +515% | +$49.3M | 0.14% | 193 |
|
|
2023
Q1 | $9.82M | Buy |
42,900
+42,500
| +10,625% | +$10.3M | 0.02% | 422 |
|
|
2022
Q4 | $96K | Buy |
+400
| New | +$87.1K | ﹤0.01% | 832 |
|
|
2022
Q1 | – | Sell |
-2,600
| Closed | -$538K | – | 890 |
|
|
2021
Q4 | $538K | Hold |
2,600
| – | – | ﹤0.01% | 756 |
|
|
2021
Q3 | $499K | Hold |
2,600
| – | – | ﹤0.01% | 779 |
|
|
2021
Q2 | $565K | Hold |
2,600
| – | – | ﹤0.01% | 772 |
|
|
2021
Q1 | $602K | Buy |
+2,600
| New | +$538K | ﹤0.01% | 781 |
|
|
2020
Q4 | – | Sell |
-9,770
| Closed | -$1.46M | – | 943 |
|
|
2020
Q3 | $1.46M | Sell |
9,770
-579,956
| -98% | -$81.5M | ﹤0.01% | 684 |
|
|
2020
Q2 | $74.6M | Sell |
589,726
-2,143,180
| -78% | -$254M | 0.15% | 166 |
|
|
2020
Q1 | $317M | Sell |
2,732,906
-246,631
| -8% | -$31.5M | 0.77% | 30 |
|
|
2019
Q4 | $440M | Sell |
2,979,537
-286,939
| -9% | -$40M | 0.69% | 30 |
|
|
2019
Q3 | $413M | Buy |
3,266,476
+507,970
| +18% | +$64.5M | 0.68% | 31 |
|
|
2019
Q2 | $376M | Buy |
2,758,506
+1,730,580
| +168% | +$229M | 0.61% | 39 |
|
|
2019
Q1 | $139M | Buy |
1,027,926
+407,000
| +66% | +$54.1M | 0.22% | 127 |
|
|
2018
Q4 | $78.9M | Buy |
620,926
+605,026
| +3,805% | +$78.7M | 0.14% | 179 |
|
|
2018
Q3 | $2.42M | Buy |
15,900
+2,400
| +18% | +$339K | ﹤0.01% | 693 |
|
|
2018
Q2 | $1.83M | Buy |
13,500
+5,000
| +59% | +$747K | ﹤0.01% | 745 |
|
|
2018
Q1 | $1.25M | Buy |
8,500
+4,100
| +93% | +$647K | ﹤0.01% | 781 |
|
|
2017
Q4 | $693K | Buy |
+4,400
| New | +$610K | ﹤0.01% | 822 |
|
|
2016
Q2 | – | Sell |
-81,900
| Closed | -$6.27M | – | 1104 |
|
|
2016
Q1 | $6.27M | Sell |
81,900
-2,241,390
| -96% | -$150M | 0.01% | 475 |
|
|
2015
Q4 | $158M | Sell |
2,323,290
-164,325
| -7% | -$11.5M | 0.34% | 92 |
|
|
2015
Q3 | $163M | Sell |
2,487,615
-62,800
| -2% | -$4.8M | 0.36% | 91 |
|
|
2015
Q2 | $216M | Sell |
2,550,415
-62,514
| -2% | -$5.38M | 0.45% | 79 |
|
|
2015
Q1 | $209M | Buy |
2,612,929
+48,300
| +2% | +$4.01M | 0.43% | 75 |
|
|
2014
Q4 | $235M | Buy |
2,564,629
+140,920
| +6% | +$13.7M | 0.49% | 68 |
|
|
2014
Q3 | $240M | Buy |
2,423,709
+69,250
| +3% | +$7.34M | 0.53% | 67 |
|
|
2014
Q2 | $256M | Buy |
2,354,459
+24,600
| +1% | +$2.58M | 0.57% | 65 |
|
|
2014
Q1 | $232M | Sell |
2,329,859
-171,596
| -7% | -$16.2M | 0.54% | 66 |
|
|
2013
Q4 | $227M | Sell |
2,501,455
-22,080
| -0.9% | -$1.89M | 0.53% | 69 |
|
|
2013
Q3 | $210M | Sell |
2,523,535
-22,348
| -0.9% | -$1.89M | 0.54% | 68 |
|
|
2013
Q2 | $210M | Buy |
+2,545,883
| New | +$217M | 0.56% | 56 |
|
Other funds holding CAT
VCM
VPM
LSV Asset Management's CAT Position: Q1 2026 in Review
LSV Asset Management increased its Caterpillar (CAT) stake by 0.36% in Q1 2026, buying an estimated $11.1K and bringing the position to 4,516 shares worth $3.2M. The position accounts for 0.01% of the portfolio, ranked #521.
LSV Asset Management first reported a position in CAT in Q2 2013 and has held it in 42 quarters since. The position peaked at $440M in Q4 2019. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- LSV Asset Management held 4,516 shares of Caterpillar worth $3.2M as of Q1 2026.
- LSV Asset Management bought 16 Caterpillar shares in Q1 2026, an estimated $11.1K.
- Caterpillar made up 0.01% of LSV Asset Management's portfolio in Q1 2026, its #521 holding.
- LSV Asset Management first reported a position in Caterpillar in Q2 2013 and has held it in 42 quarters since.
- LSV Asset Management's Caterpillar position peaked at $440M in Q4 2019.
- 3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on LSV Asset Management's 13F filing for Q1 2026, filed 11 May 2026.