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LVM Capital Management’s Caterpillar CAT Stock Holding History

LVM Capital Management’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 		$2.31M Hold
2,166
– – 0.19% 60
2026
Q1 		$1.53M Hold
2,166
– – 0.14% 63
2025
Q4 		$1.24M Sell
2,166
-30
-1% -$16.7K 0.12% 70
2025
Q3 		$1.05M Sell
2,196
-50
-2% -$21.3K 0.1% 74
2025
Q2 		$872K Sell
2,246
-25
-1% -$8.33K 0.09% 80
2025
Q1 		$749K Sell
2,271
-281
-11% -$100K 0.08% 87
2024
Q4 		$926K Buy
2,552
+527
+26% +$204K 0.1% 75
2024
Q3 		$675K Hold
2,025
– – 0.08% 92
2024
Q2 		$675K Sell
2,025
-135
-6% -$46.8K 0.08% 92
2024
Q1 		$791K Sell
2,160
-2,423
-53% -$774K 0.09% 84
2023
Q4 		$1.35M Buy
4,583
+25
+0.5% +$6.49K 0.17% 62
2023
Q3 		$1.24M Buy
4,558
+2,398
+111% +$651K 0.18% 63
2023
Q2 		$531K Hold
2,160
– – 0.07% 95
2023
Q1 		$494K Sell
2,160
-75
-3% -$18.1K 0.07% 94
2022
Q4 		$535K Sell
2,235
-890
-28% -$194K 0.08% 89
2022
Q3 		$513K Buy
3,125
+975
+45% +$178K 0.08% 89
2022
Q2 		$384K Hold
2,150
– – 0.06% 100
2022
Q1 		$479K Sell
2,150
-100
-4% -$21K 0.06% 97
2021
Q4 		$465K Hold
2,250
– – 0.06% 87
2021
Q3 		$432K Buy
2,250
+25
+1% +$5.21K 0.07% 91
2021
Q2 		$484K Hold
2,225
– – 0.07% 83
2021
Q1 		$516K Buy
2,225
+100
+5% +$20.7K 0.08% 80
2020
Q4 		$387K Hold
2,125
– – 0.07% 85
2020
Q3 		$317K Hold
2,125
– – 0.06% 85
2020
Q2 		$269K Hold
2,125
– – 0.06% 91
2020
Q1 		$247K Sell
2,125
-463
-18% -$59.1K 0.06% 85
2019
Q4 		$382K Buy
2,588
+213
+9% +$29.7K 0.08% 82
2019
Q3 		$300K Hold
2,375
– – 0.06% 88
2019
Q2 		$324K Sell
2,375
-300
-11% -$39.6K 0.07% 84
2019
Q1 		$362K Sell
2,675
-148
-5% -$19.7K 0.08% 83
2018
Q4 		$359K Buy
2,823
+448
+19% +$58.3K 0.09% 71
2018
Q3 		$362K Hold
2,375
– – 0.08% 86
2018
Q2 		$322K Hold
2,375
– – 0.08% 87
2018
Q1 		$350K Buy
2,375
+25
+1% +$3.95K 0.08% 82
2017
Q4 		$370K Sell
2,350
-150
-6% -$20.8K 0.08% 82
2017
Q3 		$312K Hold
2,500
– – 0.07% 85
2017
Q2 		$269K Hold
2,500
– – 0.07% 96
2017
Q1 		$232K Buy
2,500
+150
+6% +$14.2K 0.06% 107
2016
Q4 		$218K Sell
2,350
-100
-4% -$9.06K 0.06% 105
2016
Q3 		$266K Buy
+2,450
New +$200K 0.09% 91
2015
Q3 		– Sell
-2,450
Closed -$208K – 109
2015
Q2 		$208K Buy
+2,450
New +$211K 0.07% 108
2015
Q1 		– Sell
-2,450
Closed -$224K – 110
2014
Q4 		$224K Hold
2,450
– – 0.07% 103
2014
Q3 		$243K Hold
2,450
– – 0.08% 96
2014
Q2 		$266K Hold
2,450
– – 0.09% 91
2014
Q1 		$243K Hold
2,450
– – 0.08% 95
2013
Q4 		$222K Hold
2,450
– – 0.08% 102
2013
Q3 		$204K Hold
2,450
– – 0.08% 104
2013
Q2 		$202K Buy
+2,450
New +$208K 0.08% 111

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LVM Capital Management's CAT Position: Q2 2026 in Review

LVM Capital Management held its Caterpillar (CAT) position steady in Q2 2026 at 2,166 shares worth $2.31M. The position accounts for 0.19% of the portfolio, ranked #60.

LVM Capital Management first reported a position in CAT in Q2 2013 and has held it in 48 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • LVM Capital Management held 2,166 shares of Caterpillar worth $2.31M as of Q2 2026.
  • LVM Capital Management left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.19% of LVM Capital Management's portfolio in Q2 2026, its #60 holding.
  • LVM Capital Management first reported a position in Caterpillar in Q2 2013 and has held it in 48 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.