Lynx Investment Advisory’s Caterpillar CAT Stock Holding History

Lynx Investment Advisory’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	$1.04M	Sell	972 -129	-12%	-$113K	0.34%	76
2026 Q1	$780K	Sell	1,101 -3	-0.3%	-$2.08K	0.37%	60
2025 Q4	$632K	Buy	1,104 +60	+6%	+$33.3K	0.35%	67
2025 Q3	$498K	Buy	1,044 +10	+1%	+$4.27K	0.3%	77
2025 Q2	$401K	Buy	1,034 +6	+0.6%	+$2K	0.26%	84
2025 Q1	$339K	Buy	1,028 +7	+0.7%	+$2.49K	0.23%	94
2024 Q4	$370K	Sell	1,021 -55	-5%	-$21.3K	0.25%	90
2024 Q3	$421K	Buy	1,076 +66	+7%	+$22.8K	0.3%	77
2024 Q2	$336K	Buy	+1,010	New	+$350K	0.25%	85

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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

Lynx Investment Advisory's CAT Position: Q2 2026 in Review

Lynx Investment Advisory reduced its Caterpillar (CAT) stake by 12% in Q2 2026, selling an estimated $113K and leaving 972 shares worth $1.04M. The position accounts for 0.34% of the portfolio, ranked #76.

Lynx Investment Advisory first reported a position in CAT in Q2 2024 and has held it in 9 quarters since. 1,534 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Lynx Investment Advisory held 972 shares of Caterpillar worth $1.04M as of Q2 2026.
Lynx Investment Advisory sold 129 Caterpillar shares in Q2 2026, an estimated $113K.
Caterpillar made up 0.34% of Lynx Investment Advisory's portfolio in Q2 2026, its #76 holding.
Lynx Investment Advisory first reported a position in Caterpillar in Q2 2024 and has held it in 9 quarters since.
1,534 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.