TIA
CAT icon

Tandem Investment Advisors’s Caterpillar CAT Stock Holding History

Tandem Investment Advisors’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 		– Sell
-375
Closed -$266K – 70
2026
Q1 		$266K Sell
375
-17
-4% -$11.8K 0.01% 71
2025
Q4 		$225K Sell
392
-44
-10% -$24.5K 0.01% 75
2025
Q3 		$208K Buy
+436
New +$186K 0.01% 79

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Tandem Investment Advisors's CAT Position: Q2 2026 in Review

Tandem Investment Advisors sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 375 shares — an estimated $266K sold.

Tandem Investment Advisors first reported a position in CAT in Q3 2025 and held it in 3 quarters. The position peaked at $266K in Q1 2026. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Tandem Investment Advisors reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
  • Tandem Investment Advisors sold 375 Caterpillar shares in Q2 2026, an estimated $266K.
  • Tandem Investment Advisors first reported a position in Caterpillar in Q3 2025 and held it in 3 quarters.
  • Tandem Investment Advisors's Caterpillar position peaked at $266K in Q1 2026.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Tandem Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.