Tarbox Family Office’s Caterpillar CAT Stock Holding History

Tarbox Family Office’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	$1.26M	Sell	1,783 -163	-8%	-$113K	0.21%	34
2025 Q4	$1.11M	Sell	1,946 -129	-6%	-$71.7K	0.18%	39
2025 Q3	$990K	Sell	2,075 -2	-0.1%	-$854	0.15%	43
2025 Q2	$806K	Buy	2,077 +9	+0.4%	+$3K	0.12%	49
2025 Q1	$682K	Sell	2,068 -4	-0.2%	-$1.43K	0.11%	56
2024 Q4	$752K	Buy	2,072 +4	+0.2%	+$1.55K	0.12%	51
2024 Q3	$809K	Hold	2,068	–	–	0.13%	48
2024 Q2	$689K	Sell	2,068 -3	-0.1%	-$1.04K	0.12%	45
2024 Q1	$759K	Hold	2,071	–	–	0.13%	46
2023 Q4	$612K	Hold	2,071	–	–	0.12%	45
2023 Q3	$565K	Hold	2,071	–	–	0.12%	49
2023 Q2	$510K	Hold	2,071	–	–	0.1%	61
2023 Q1	$474K	Sell	2,071 -311	-13%	-$75.2K	0.1%	55
2022 Q4	$571K	Sell	2,382 -3	-0.1%	-$653	0.13%	46
2022 Q3	$426K	Hold	2,385	–	–	0.1%	55
2022 Q2	$426K	Hold	2,385	–	–	0.1%	68
2022 Q1	$531K	Sell	2,385 -79	-3%	-$16.6K	0.11%	45
2021 Q4	$509K	Hold	2,464	–	–	0.09%	74
2021 Q3	$473K	Sell	2,464 -3	-0.1%	-$625	0.09%	77
2021 Q2	$537K	Buy	2,467 +3	+0.1%	+$693	0.1%	73
2021 Q1	$571K	Hold	2,464	–	–	0.11%	60
2020 Q4	$448K	Sell	2,464 -2	-0.1%	-$339	0.09%	76
2020 Q3	$368K	Buy	2,466 +63	+3%	+$8.85K	0.09%	82
2020 Q2	$304K	Sell	2,403 -266	-10%	-$31.5K	0.08%	89
2020 Q1	$310K	Buy	2,669 +78	+3%	+$9.96K	0.1%	76
2019 Q4	$383K	Sell	2,591 -10	-0.4%	-$1.4K	0.1%	75
2019 Q3	$329K	Hold	2,601	–	–	0.1%	67
2019 Q2	$354K	Buy	2,601 +42	+2%	+$5.55K	0.11%	60
2019 Q1	$347K	Hold	2,559	–	–	0.13%	60
2018 Q4	$325K	Buy	2,559 +6	+0.2%	+$781	0.13%	54
2018 Q3	$389K	Hold	2,553	–	–	0.14%	54
2018 Q2	$346K	Hold	2,553	–	–	0.13%	59
2018 Q1	$376K	Sell	2,553 -359	-12%	-$56.7K	0.15%	56
2017 Q4	$459K	Buy	2,912 +1	+0%	+$139	0.18%	46
2017 Q3	$363K	Buy	2,911 +24	+0.8%	+$2.76K	0.16%	47
2017 Q2	$310K	Buy	2,887 +12	+0.4%	+$1.22K	0.15%	45
2017 Q1	$267K	Hold	2,875	–	–	0.14%	47
2016 Q4	$267K	Hold	2,875	–	–	0.15%	40
2016 Q3	$255K	Sell	2,875 -480	-14%	-$39.3K	0.16%	39
2016 Q2	$254K	Sell	3,355 -72	-2%	-$5.39K	0.18%	39
2016 Q1	$262K	Buy	3,427 +77	+2%	+$5.16K	0.2%	41
2015 Q4	$228K	Buy	3,350 +58	+2%	+$4.05K	0.19%	41
2015 Q3	$215K	Buy	3,292 +44	+1%	+$3.37K	0.2%	42
2015 Q2	$275K	Hold	3,248	–	–	0.24%	36
2015 Q1	$260K	Buy	3,248 +5	+0.2%	+$415	0.23%	39
2014 Q4	$297K	Sell	3,243 -2,808	-46%	-$273K	0.27%	38
2014 Q3	$599K	Buy	6,051 +27	+0.4%	+$2.86K	0.54%	24
2014 Q2	$654K	Sell	6,024 -166	-3%	-$17.4K	0.58%	23
2014 Q1	$635K	Sell	6,190 -280	-4%	-$26.4K	0.57%	22
2013 Q4	$584K	Buy	+6,470	New	+$552K	0.49%	26

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

Tarbox Family Office's CAT Position: Q1 2026 in Review

Tarbox Family Office reduced its Caterpillar (CAT) stake by 8.4% in Q1 2026, selling an estimated $113K and leaving 1,783 shares worth $1.26M. The position accounts for 0.21% of the portfolio, ranked #34.

Tarbox Family Office first reported a position in CAT in Q4 2013 and has held it in 50 quarters since. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Tarbox Family Office held 1,783 shares of Caterpillar worth $1.26M as of Q1 2026.
Tarbox Family Office sold 163 Caterpillar shares in Q1 2026, an estimated $113K.
Caterpillar made up 0.21% of Tarbox Family Office's portfolio in Q1 2026, its #34 holding.
Tarbox Family Office first reported a position in Caterpillar in Q4 2013 and has held it in 50 quarters since.
3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Tarbox Family Office's 13F filing for Q1 2026, filed 24 Apr 2026.