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Salomon & Ludwin’s Caterpillar CAT Stock Holding History

Salomon & Ludwin’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 		$867K Buy
874
+1
+0.1% +$878 0.07% 97
2026
Q1 		$626K Sell
873
-5
-0.6% -$3.46K 0.06% 105
2025
Q4 		$541K Buy
878
+69
+9% +$38.4K 0.05% 112
2025
Q3 		$403K Buy
809
+192
+31% +$82K 0.04% 128
2025
Q2 		$246K Buy
617
+1
+0.2% +$333 0.02% 141
2025
Q1 		$203K Buy
616
+2
+0.3% +$712 0.02% 144
2024
Q4 		$223K Hold
614
– – 0.02% 137
2024
Q3 		$240K Buy
614
+2
+0.3% +$691 0.02% 139
2024
Q2 		$204K Sell
612
-443
-42% -$154K 0.02% 150
2024
Q1 		$386K Buy
1,055
+4
+0.4% +$1.28K 0.03% 138
2023
Q4 		$287K Hold
1,051
– – 0.03% 149
2023
Q3 		$287K Buy
1,051
+40
+4% +$10.9K 0.03% 149
2023
Q2 		$249K Sell
1,011
-4
-0.4% -$892 0.03% 159
2023
Q1 		$232K Buy
1,015
+2
+0.2% +$484 0.03% 154
2022
Q4 		$243K Buy
+1,013
New +$221K 0.03% 150
2020
Q2 		– Sell
-450
Closed -$52K – 93
2020
Q1 		$52K Hold
450
– – 0.01% 91
2019
Q4 		$66K Hold
450
– – 0.01% 94
2019
Q3 		$57K Hold
450
– – 0.01% 89
2019
Q2 		$61K Sell
450
-20
-4% -$2.64K 0.01% 82
2019
Q1 		$64K Sell
470
-448
-49% -$59.5K 0.01% 77
2018
Q4 		$117K Buy
+918
New +$119K 0.03% 54

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

Salomon & Ludwin's CAT Position: Q2 2026 in Review

Salomon & Ludwin increased its Caterpillar (CAT) stake by 0.11% in Q2 2026, buying an estimated $878 and bringing the position to 874 shares worth $867K. The position accounts for 0.07% of the portfolio, ranked #97.

Salomon & Ludwin first reported a position in CAT in Q4 2018 and has held it in 21 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Salomon & Ludwin held 874 shares of Caterpillar worth $867K as of Q2 2026.
  • Salomon & Ludwin bought 1 Caterpillar share in Q2 2026, an estimated $878.
  • Caterpillar made up 0.07% of Salomon & Ludwin's portfolio in Q2 2026, its #97 holding.
  • Salomon & Ludwin first reported a position in Caterpillar in Q4 2018 and has held it in 21 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.