Lyell Wealth Management
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Lyell Wealth Management’s Caterpillar CAT Stock Holding History

Lyell Wealth 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
Q3 		$29.5M Buy
36,423
+320
+0.9% +$271K 1.75% 15
2026
Q2 		$38.4M Sell
36,103
-891
-2% -$783K 2.36% 10
2026
Q1 		$26.2M Sell
36,994
-251
-0.7% -$174K 1.93% 14
2025
Q4 		$21.3M Sell
37,245
-610
-2% -$339K 1.55% 16
2025
Q3 		$18.1M Buy
37,855
+492
+1% +$210K 1.34% 24
2025
Q2 		$14.5M Buy
37,363
+1,445
+4% +$482K 1.15% 30
2025
Q1 		$11.8M Buy
35,918
+516
+1% +$184K 1.11% 31
2024
Q4 		$12.8M Buy
35,402
+52
+0.1% +$20.2K 1.15% 25
2024
Q3 		$13.8M Sell
35,350
-17
-0% -$5.87K 1.26% 23
2024
Q2 		$11.8M Buy
35,367
+820
+2% +$284K 1.12% 24
2024
Q1 		$12.7M Buy
34,547
+82
+0.2% +$26.2K 1.29% 21
2023
Q4 		$10.2M Buy
34,465
+1,271
+4% +$330K 1.16% 30
2023
Q3 		$9.06M Sell
33,194
-337
-1% -$91.4K 1.22% 29
2023
Q2 		$8.25M Buy
33,531
+2,363
+8% +$527K 1.05% 33
2023
Q1 		$7.13M Buy
31,168
+2,705
+10% +$654K 1% 36
2022
Q4 		$6.82M Buy
28,463
+8,028
+39% +$1.75M 1.08% 36
2022
Q3 		$3.35M Buy
20,435
+237
+1% +$43.3K 0.57% 64
2022
Q2 		$3.61M Buy
20,198
+1,757
+10% +$370K 0.59% 63
2022
Q1 		$4.11M Buy
18,441
+16,793
+1,019% +$3.52M 0.53% 69
2021
Q4 		$341K Hold
1,648
– – 0.04% 156
2021
Q3 		$316K Hold
1,648
– – 0.04% 155
2021
Q2 		$359K Buy
1,648
+109
+7% +$25.2K 0.04% 154
2021
Q1 		$357K Buy
1,539
+18
+1% +$3.73K 0.05% 142
2020
Q4 		$277K Buy
1,521
+21
+1% +$3.56K 0.04% 144
2020
Q3 		$224K Buy
+1,500
New +$211K 0.04% 123
2020
Q1 		– Sell
-1,500
Closed -$222K – 123
2019
Q4 		$222K Buy
+1,500
New +$209K 0.06% 123
2019
Q3 		– Sell
-1,500
Closed -$204K – 122
2019
Q2 		$204K Hold
1,500
– – 0.06% 117
2019
Q1 		$203K Buy
+1,500
New +$199K 0.07% 115
2018
Q4 		– Sell
-1,500
Closed -$229K – 111
2018
Q3 		$229K Buy
+1,500
New +$212K 0.08% 108

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Lyell Wealth Management's CAT Position: Q3 2026 in Review

Lyell Wealth Management increased its Caterpillar (CAT) stake by 0.89% in Q3 2026, buying an estimated $271K and bringing the position to 36,423 shares worth $29.5M. The position accounts for 1.75% of the portfolio, ranked #15.

Lyell Wealth Management first reported a position in CAT in Q3 2018 and has held it in 29 quarters since. The position peaked at $38.4M in Q2 2026. 1,772 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Lyell Wealth Management held 36,423 shares of Caterpillar worth $29.5M as of Q3 2026.
  • Lyell Wealth Management bought 320 Caterpillar shares in Q3 2026, an estimated $271K.
  • Caterpillar made up 1.75% of Lyell Wealth Management's portfolio in Q3 2026, its #15 holding.
  • Lyell Wealth Management first reported a position in Caterpillar in Q3 2018 and has held it in 29 quarters since.
  • Lyell Wealth Management's Caterpillar position peaked at $38.4M in Q2 2026.
  • 1,772 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.