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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Lynch & Associates's CAT Position: Q2 2026 in Review

Lynch & Associates held its Caterpillar (CAT) position steady in Q2 2026 at 558 shares worth $594K. The position accounts for 0.1% of the portfolio, ranked #101.

Lynch & Associates first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Lynch & Associates held 558 shares of Caterpillar worth $594K as of Q2 2026.
Lynch & Associates left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.1% of Lynch & Associates's portfolio in Q2 2026, its #101 holding.
Lynch & Associates first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.