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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Luts & Greenleigh Group's CAT Position: Q1 2026 in Review

Luts & Greenleigh Group increased its Caterpillar (CAT) stake by 8.1% in Q1 2026, buying an estimated $46.4K and bringing the position to 892 shares worth $632K. The position accounts for 0.5% of the portfolio, ranked #36.

Luts & Greenleigh Group first reported a position in CAT in Q4 2023 and has held it in 9 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Luts & Greenleigh Group held 892 shares of Caterpillar worth $632K as of Q1 2026.
Luts & Greenleigh Group bought 67 Caterpillar shares in Q1 2026, an estimated $46.4K.
Caterpillar made up 0.5% of Luts & Greenleigh Group's portfolio in Q1 2026, its #36 holding.
Luts & Greenleigh Group first reported a position in Caterpillar in Q4 2023 and has held it in 9 quarters since.
3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Luts & Greenleigh Group's 13F filing for Q1 2026, filed 5 May 2026.