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Stanley-Laman Group’s Caterpillar CAT Stock Holding History

Stanley-Laman Group’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 		$5.15M Hold
4,839
– – 0.52% 51
2026
Q1 		$3.43M Buy
4,839
+224
+5% +$155K 0.42% 97
2025
Q4 		$2.64M Buy
4,615
+3,655
+381% +$2.03M 0.34% 110
2025
Q3 		$458K Buy
+960
New +$410K 0.07% 200
2016
Q2 		– Sell
-4,286
Closed -$328K – 265
2016
Q1 		$328K Sell
4,286
-222
-5% -$14.9K 0.06% 203
2015
Q4 		$306K Sell
4,508
-66
-1% -$4.61K 0.05% 267
2015
Q3 		$299K Sell
4,574
-4,115
-47% -$315K 0.06% 248
2015
Q2 		$737K Buy
8,689
+137
+2% +$11.8K 0.14% 167
2015
Q1 		$684K Buy
8,552
+3,630
+74% +$302K 0.13% 175
2014
Q4 		$451K Sell
4,922
-693
-12% -$67.5K 0.09% 226
2014
Q3 		$556K Hold
5,615
– – 0.11% 189
2014
Q2 		$610K Hold
5,615
– – 0.11% 178
2014
Q1 		$558K Buy
+5,615
New +$530K 0.1% 187

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Stanley-Laman Group's CAT Position: Q2 2026 in Review

Stanley-Laman Group held its Caterpillar (CAT) position steady in Q2 2026 at 4,839 shares worth $5.15M. The position accounts for 0.52% of the portfolio, ranked #51.

Stanley-Laman Group first reported a position in CAT in Q1 2014 and has held it in 13 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Stanley-Laman Group held 4,839 shares of Caterpillar worth $5.15M as of Q2 2026.
  • Stanley-Laman Group left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.52% of Stanley-Laman Group's portfolio in Q2 2026, its #51 holding.
  • Stanley-Laman Group first reported a position in Caterpillar in Q1 2014 and has held it in 13 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Stanley-Laman Group's 13F filing for Q2 2026, filed 5 Aug 2026.