LVZ Inc
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
Q3 		$306K Buy
377
+8
+2% +$6.78K 0.03% 133
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LVZ Inc's CAT Position: Q3 2026 in Review

LVZ Inc increased its Caterpillar (CAT) stake by 2.2% in Q3 2026, buying an estimated $6.78K and bringing the position to 377 shares worth $306K. The position accounts for 0.03% of the portfolio, ranked #133.

LVZ Inc first reported a position in CAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $393K in Q2 2026. 2,734 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • LVZ Inc held 377 shares of Caterpillar worth $306K as of Q3 2026.
  • LVZ Inc bought 8 Caterpillar shares in Q3 2026, an estimated $6.78K.
  • Caterpillar made up 0.03% of LVZ Inc's portfolio in Q3 2026, its #133 holding.
  • LVZ Inc first reported a position in Caterpillar in Q4 2025 and has held it in 4 quarters since.
  • LVZ Inc's Caterpillar position peaked at $393K in Q2 2026.
  • 2,734 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on LVZ Inc's 13F filing for Q3 2026, filed 20 Oct 2026.