TWA
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Tandem Wealth Advisors’s Caterpillar CAT Stock Holding History

Tandem Wealth 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 		$739K Buy
694
+21
+3% +$18.4K 0.29% 33
2026
Q1 		$477K Sell
673
-264
-28% -$183K 0.21% 41
2025
Q4 		$537K Buy
937
+115
+14% +$63.9K 0.24% 35
2025
Q3 		$392K Sell
822
-283
-26% -$121K 0.19% 43
2025
Q2 		$429K Buy
1,105
+236
+27% +$78.7K 0.21% 34
2025
Q1 		$287K Sell
869
-142
-14% -$50.6K 0.15% 47
2024
Q4 		$367K Buy
1,011
+16
+2% +$6.21K 0.19% 39
2024
Q3 		$389K Sell
995
-11
-1% -$3.8K 0.2% 35
2024
Q2 		$335K Sell
1,006
-9
-0.9% -$3.12K 0.18% 38
2024
Q1 		$372K Buy
1,015
+14
+1% +$4.47K 0.2% 35
2023
Q4 		$296K Hold
1,001
– – 0.17% 40
2023
Q3 		$273K Buy
1,001
+11
+1% +$2.98K 0.17% 38
2023
Q2 		$244K Buy
990
+73
+8% +$16.3K 0.15% 45
2023
Q1 		$210K Hold
917
– – 0.13% 43
2022
Q4 		$220K Buy
+917
New +$200K 0.14% 45

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

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

Tandem Wealth Advisors increased its Caterpillar (CAT) stake by 3.1% in Q2 2026, buying an estimated $18.4K and bringing the position to 694 shares worth $739K. The position accounts for 0.29% of the portfolio, ranked #33.

Tandem Wealth Advisors first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Tandem Wealth Advisors held 694 shares of Caterpillar worth $739K as of Q2 2026.
  • Tandem Wealth Advisors bought 21 Caterpillar shares in Q2 2026, an estimated $18.4K.
  • Caterpillar made up 0.29% of Tandem Wealth Advisors's portfolio in Q2 2026, its #33 holding.
  • Tandem Wealth Advisors first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Tandem Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.