LGG
CAT icon

Luts & Greenleigh Group’s Caterpillar CAT Stock Holding History

Luts & Greenleigh Group’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 		$928K Sell
871
-21
-2% -$18.4K 0.7% 35
2026
Q1 		$632K Buy
892
+67
+8% +$46.4K 0.5% 36
2025
Q4 		$473K Buy
825
+104
+14% +$57.8K 0.4% 47
2025
Q3 		$344K Buy
721
+32
+5% +$13.7K 0.31% 57
2025
Q2 		$267K Sell
689
-142
-17% -$47.3K 0.26% 63
2025
Q1 		$274K Sell
831
-39
-4% -$13.9K 0.27% 63
2024
Q4 		$316K Sell
870
-3
-0.3% -$1.16K 0.31% 58
2024
Q3 		$341K Buy
873
+34
+4% +$11.7K 0.33% 54
2024
Q2 		$279K Buy
+839
New +$291K 0.29% 57
2023
Q4 		$210K Buy
+709
New +$184K 0.26% 59

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Luts & Greenleigh Group's CAT Position: Q2 2026 in Review

Luts & Greenleigh Group reduced its Caterpillar (CAT) stake by 2.4% in Q2 2026, selling an estimated $18.4K and leaving 871 shares worth $928K. The position accounts for 0.7% of the portfolio, ranked #35.

Luts & Greenleigh Group first reported a position in CAT in Q4 2023 and has held it in 10 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Luts & Greenleigh Group held 871 shares of Caterpillar worth $928K as of Q2 2026.
  • Luts & Greenleigh Group sold 21 Caterpillar shares in Q2 2026, an estimated $18.4K.
  • Caterpillar made up 0.7% of Luts & Greenleigh Group's portfolio in Q2 2026, its #35 holding.
  • Luts & Greenleigh Group first reported a position in Caterpillar in Q4 2023 and has held it in 10 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Luts & Greenleigh Group's 13F filing for Q2 2026, filed 7 Aug 2026.