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CAT icon

LVZ Inc’s Caterpillar CAT Stock Holding History

LVZ Inc’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 		$393K Buy
369
+30
+9% +$26.4K 0.04% 123
2026
Q1 		$240K Sell
339
-41
-11% -$28.4K 0.03% 135
2025
Q4 		$218K Buy
+380
New +$211K 0.02% 153

Other funds holding CAT

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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

LVZ Inc's CAT Position: Q2 2026 in Review

LVZ Inc increased its Caterpillar (CAT) stake by 8.8% in Q2 2026, buying an estimated $26.4K and bringing the position to 369 shares worth $393K. The position accounts for 0.04% of the portfolio, ranked #123.

LVZ Inc first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 1,661 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • LVZ Inc held 369 shares of Caterpillar worth $393K as of Q2 2026.
  • LVZ Inc bought 30 Caterpillar shares in Q2 2026, an estimated $26.4K.
  • Caterpillar made up 0.04% of LVZ Inc's portfolio in Q2 2026, its #123 holding.
  • LVZ Inc first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 1,661 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.