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LVW Advisors’s Caterpillar CAT Stock Holding History

LVW Advisors’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 		$2.64M Buy
2,481
+471
+23% +$414K 0.23% 61
2026
Q1 		$1.42M Buy
2,010
+770
+62% +$533K 0.14% 88
2025
Q4 		$710K Sell
1,240
-404
-25% -$225K 0.07% 133
2025
Q3 		$784K Buy
1,644
+106
+7% +$45.3K 0.08% 124
2025
Q2 		$597K Sell
1,538
-608
-28% -$203K 0.07% 171
2025
Q1 		$708K Sell
2,146
-119
-5% -$42.4K 0.08% 137
2024
Q4 		$822K Sell
2,265
-349
-13% -$135K 0.1% 132
2024
Q3 		$1.02M Sell
2,614
-628
-19% -$217K 0.13% 111
2024
Q2 		$1.08M Buy
3,242
+555
+21% +$192K 0.16% 91
2024
Q1 		$985K Buy
2,687
+930
+53% +$297K 0.17% 93
2023
Q4 		$519K Buy
1,757
+204
+13% +$52.9K 0.1% 149
2023
Q3 		$424K Buy
1,553
+158
+11% +$42.9K 0.09% 146
2023
Q2 		$343K Sell
1,395
-302
-18% -$67.3K 0.07% 153
2023
Q1 		$388K Buy
1,697
+239
+16% +$57.8K 0.08% 162
2022
Q4 		$349K Buy
1,458
+42
+3% +$9.14K 0.07% 173
2022
Q3 		$232K Buy
1,416
+73
+5% +$13.3K 0.05% 194
2022
Q2 		$240K Buy
+1,343
New +$283K 0.05% 206
2021
Q3 		– Sell
-917
Closed -$200K – 242
2021
Q2 		$200K Hold
917
– – 0.04% 218
2021
Q1 		$213K Buy
+917
New +$190K 0.04% 202
2020
Q3 		– Sell
-1,989
Closed -$252K – 207
2020
Q2 		$252K Sell
1,989
-62
-3% -$7.35K 0.06% 160
2020
Q1 		$238K Buy
+2,051
New +$262K 0.06% 142
2019
Q4 		– Sell
-2,000
Closed -$253K – 185
2019
Q3 		$253K Buy
2,000
+444
+29% +$56.4K 0.06% 146
2019
Q2 		$212K Buy
+1,556
New +$206K 0.06% 153

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

LVW Advisors's CAT Position: Q2 2026 in Review

LVW Advisors increased its Caterpillar (CAT) stake by 23% in Q2 2026, buying an estimated $414K and bringing the position to 2,481 shares worth $2.64M. The position accounts for 0.23% of the portfolio, ranked #61.

LVW Advisors first reported a position in CAT in Q2 2019 and has held it in 23 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • LVW Advisors held 2,481 shares of Caterpillar worth $2.64M as of Q2 2026.
  • LVW Advisors bought 471 Caterpillar shares in Q2 2026, an estimated $414K.
  • Caterpillar made up 0.23% of LVW Advisors's portfolio in Q2 2026, its #61 holding.
  • LVW Advisors first reported a position in Caterpillar in Q2 2019 and has held it in 23 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.