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CAT · LRCX in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

CATLRCX
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • CAT
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterCATLRCX
Q3 202018 holders, $5.0bnnone listed holders, n.a.
Q4 202027 holders, $8.6bnnone listed holders, n.a.
Q1 202124 holders, $12.3bnnone listed holders, n.a.
Q2 202133 holders, $10.0bnnone listed holders, n.a.
Q3 202128 holders, $8.2bnnone listed holders, n.a.
Q4 202129 holders, $8.4bnnone listed holders, n.a.
Q1 202224 holders, $9.7bnnone listed holders, n.a.
Q2 202226 holders, $8.4bnnone listed holders, n.a.
Q3 202219 holders, $7.2bnnone listed holders, n.a.
Q4 202228 holders, $11.8bnnone listed holders, n.a.
Q1 202326 holders, $11.1bnnone listed holders, n.a.
Q2 202328 holders, $11.6bnnone listed holders, n.a.
Q3 202328 holders, $13.0bnnone listed holders, n.a.
Q4 202321 holders, $13.3bnnone listed holders, n.a.
Q1 202420 holders, $15.5bnnone listed holders, n.a.
Q2 202424 holders, $11.7bnnone listed holders, n.a.
Q3 202419 holders, $12.6bn2 holders, $624m
Q4 202420 holders, $11.4bn41 holders, $9.6bn
Q1 202526 holders, $7.3bn40 holders, $9.3bn
Q2 202528 holders, $8.4bn35 holders, $11.4bn
Q3 202531 holders, $16.6bn40 holders, $17.6bn
Q4 202529 holders, $16.8bn37 holders, $29.2bn
Q1 202628 holders, $18.9bn43 holders, $36.2bn
Q2 202632 holders, $29.1bn45 holders, $73.9bn
CAT

Caterpillar Inc

Holders
26
Reported value
$7.3bn
Buyers
19
Sellers
7

Breadth +12 among 95 comparable managers.

IndustrialsIndustrials and automation · L3VLUP
LRCX

Lam Research Corp

Holders
40
Reported value
$9.3bn
Buyers
22
Sellers
18

Breadth +4 among 95 comparable managers.

IndustrialsAI infrastructure and semiconductors · L3VLUPIndustrials and automation · L3VLUP

Who holds both, Q1 2025

Among the 51 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CAT (11)

ARK Investment Management LLC, Arrowstreet Capital LP, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, Harris Associates LP, Markel Group Inc, Rokos Capital Management LLP, Squarepoint Ops LLC

Only LRCX (25)

Appaloosa LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Citadel Advisors LLC, Coatue Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, ExodusPoint Capital Management LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, PDT Partners LLC, Quantbot Technologies LP, Tiger Global Management LLC, Tudor Investment Corp, Two Sigma Advisers LP, Verition Fund Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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