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Moody Lynn & Lieberson’s Caterpillar CAT Stock Holding History

Moody Lynn & Lieberson’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 		$252K Buy
+237
New +$208K 0.01% 235
2017
Q1 		– Sell
-7,083
Closed -$657K – 173
2016
Q4 		$657K Buy
7,083
+868
+14% +$78.7K 0.09% 103
2016
Q3 		$552K Buy
+6,215
New +$508K 0.09% 106

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Moody Lynn & Lieberson's CAT Position: Q2 2026 in Review

Moody Lynn & Lieberson opened a new position in Caterpillar (CAT) in Q2 2026: 237 shares worth $252K. The stake represents 0.01% of the portfolio and ranks #235 among its holdings. This is a return to the name: Moody Lynn & Lieberson previously reported a position in CAT as recently as Q4 2016.

Moody Lynn & Lieberson first reported a position in CAT in Q3 2016 and has held it in 3 quarters since. The position peaked at $657K in Q4 2016. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Moody Lynn & Lieberson held 237 shares of Caterpillar worth $252K as of Q2 2026.
  • Caterpillar was a new Moody Lynn & Lieberson position in Q2 2026.
  • Caterpillar made up 0.01% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #235 holding.
  • Moody Lynn & Lieberson first reported a position in Caterpillar in Q3 2016 and has held it in 3 quarters since.
  • Moody Lynn & Lieberson's Caterpillar position peaked at $657K in Q4 2016.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.