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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tandem Wealth Advisors's CAT Position: Q1 2026 in Review

Tandem Wealth Advisors reduced its Caterpillar (CAT) stake by 28% in Q1 2026, selling an estimated $183K and leaving 673 shares worth $477K. The position accounts for 0.21% of the portfolio, ranked #41.

Tandem Wealth Advisors first reported a position in CAT in Q4 2022 and has held it in 14 quarters since. The position peaked at $537K in Q4 2025. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Tandem Wealth Advisors held 673 shares of Caterpillar worth $477K as of Q1 2026.
Tandem Wealth Advisors sold 264 Caterpillar shares in Q1 2026, an estimated $183K.
Caterpillar made up 0.21% of Tandem Wealth Advisors's portfolio in Q1 2026, its #41 holding.
Tandem Wealth Advisors first reported a position in Caterpillar in Q4 2022 and has held it in 14 quarters since.
Tandem Wealth Advisors's Caterpillar position peaked at $537K in Q4 2025.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Tandem Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.