Lynch & Associates’s Caterpillar CAT Stock Holding History

Lynch & Associates’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	$452K	Hold	558	–	–	0.06%	106
2026 Q2	$594K	Hold	558	–	–	0.1%	101
2026 Q1	$395K	Hold	558	–	–	0.07%	105
2025 Q4	$320K	Sell	558 -150	-21%	-$83.4K	0.06%	110
2025 Q3	$338K	Hold	708	–	–	0.07%	108
2025 Q2	$275K	Hold	708	–	–	0.06%	116
2025 Q1	$233K	Sell	708 -2	-0.3%	-$712	0.05%	113
2024 Q4	$258K	Buy	710 +2	+0.3%	+$776	0.06%	111
2024 Q3	$277K	Buy	708 +6	+0.9%	+$2.07K	0.06%	113
2024 Q2	$234K	Hold	702	–	–	0.05%	113
2024 Q1	$257K	Hold	702	–	–	0.06%	111
2023 Q4	$208K	Buy	+702	New	+$182K	0.05%	114

Other funds holding CAT

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Lynch & Associates's CAT Position: Q3 2026 in Review

Lynch & Associates held its Caterpillar (CAT) position steady in Q3 2026 at 558 shares worth $452K. The position accounts for 0.06% of the portfolio, ranked #106.

Lynch & Associates first reported a position in CAT in Q4 2023 and has held it in 12 quarters since. The position peaked at $594K in Q2 2026. 1,017 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Lynch & Associates held 558 shares of Caterpillar worth $452K as of Q3 2026.
Lynch & Associates left its Caterpillar share count unchanged in Q3 2026.
Caterpillar made up 0.06% of Lynch & Associates's portfolio in Q3 2026, its #106 holding.
Lynch & Associates first reported a position in Caterpillar in Q4 2023 and has held it in 12 quarters since.
Lynch & Associates's Caterpillar position peaked at $594K in Q2 2026.
1,017 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Lynch & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.