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TBH Global Asset Management’s Caterpillar CAT Stock Holding History

TBH Global Asset Management’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 		$846K Sell
1,194
-276
-19% -$191K 0.17% 120
2025
Q4 		$842K Buy
1,470
+254
+21% +$141K 0.14% 120
2025
Q3 		$580K Sell
1,216
-45
-4% -$19.2K 0.11% 157
2025
Q2 		$490K Sell
1,261
-278
-18% -$92.7K 0.1% 132
2025
Q1 		$508K Sell
1,539
-562
-27% -$200K 0.1% 130
2024
Q4 		$762K Buy
2,101
+36
+2% +$14K 0.18% 110
2024
Q3 		$808K Sell
2,065
-58
-3% -$20K 0.18% 116
2024
Q2 		$707K Sell
2,123
-322
-13% -$112K 0.16% 115
2024
Q1 		$896K Buy
2,445
+67
+3% +$21.4K 0.18% 91
2023
Q4 		$703K Buy
2,378
+124
+6% +$32.2K 0.14% 112
2023
Q3 		$615K Sell
2,254
-24
-1% -$6.51K 0.12% 134
2023
Q2 		$560K Buy
2,278
+96
+4% +$21.4K 0.11% 137
2023
Q1 		$499K Buy
2,182
+439
+25% +$106K 0.11% 136
2022
Q4 		$418K Buy
+1,743
New +$379K 0.1% 123

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TBH Global Asset Management's CAT Position: Q1 2026 in Review

TBH Global Asset Management reduced its Caterpillar (CAT) stake by 19% in Q1 2026, selling an estimated $191K and leaving 1,194 shares worth $846K. The position accounts for 0.17% of the portfolio, ranked #120.

TBH Global Asset Management first reported a position in CAT in Q4 2022 and has held it in 14 quarters since. The position peaked at $896K in Q1 2024. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • TBH Global Asset Management held 1,194 shares of Caterpillar worth $846K as of Q1 2026.
  • TBH Global Asset Management sold 276 Caterpillar shares in Q1 2026, an estimated $191K.
  • Caterpillar made up 0.17% of TBH Global Asset Management's portfolio in Q1 2026, its #120 holding.
  • TBH Global Asset Management first reported a position in Caterpillar in Q4 2022 and has held it in 14 quarters since.
  • TBH Global Asset Management's Caterpillar position peaked at $896K in Q1 2024.
  • 3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on TBH Global Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.