Lugano Financial Advisors SA (LFA)’s Caterpillar CAT Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$1.37M	Buy	1,284 +34	+3%	+$29.9K	0.82%	27
2026 Q1	$884K	Hold	1,250	–	–	0.45%	37
2025 Q4	$714K	Hold	1,250	–	–	0.37%	42
2025 Q3	$595K	Hold	1,250	–	–	0.31%	43
2025 Q2	$483K	Hold	1,250	–	–	0.29%	44
2025 Q1	$412K	Hold	1,250	–	–	0.28%	46
2024 Q4	$453K	Hold	1,250	–	–	0.3%	42
2024 Q3	$489K	Hold	1,250	–	–	0.33%	41
2024 Q2	$416K	Hold	1,250	–	–	0.32%	43
2024 Q1	$458K	Buy	1,250 +1,000	+400%	+$320K	0.33%	45
2023 Q4	$73.9K	Sell	250 -750	-75%	-$195K	0.06%	99
2023 Q3	$273K	Sell	1,000 -250	-20%	-$67.8K	0.23%	45
2023 Q2	$308K	Buy	+1,250	New	+$279K	0.2%	57

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s CAT Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) increased its Caterpillar (CAT) stake by 2.7% in Q2 2026, buying an estimated $29.9K and bringing the position to 1,284 shares worth $1.37M. The position accounts for 0.82% of the portfolio, ranked #27.

Lugano Financial Advisors SA (LFA) first reported a position in CAT in Q2 2023 and has held it in 13 quarters since. 4,033 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 1,284 shares of Caterpillar worth $1.37M as of Q2 2026.
Lugano Financial Advisors SA (LFA) bought 34 Caterpillar shares in Q2 2026, an estimated $29.9K.
Caterpillar made up 0.82% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #27 holding.
Lugano Financial Advisors SA (LFA) first reported a position in Caterpillar in Q2 2023 and has held it in 13 quarters since.
4,033 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.