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TCFG Wealth Management’s Caterpillar CAT Stock Holding History

TCFG Wealth 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 		$574K Sell
810
-8
-1% -$5.54K 0.21% 115
2025
Q4 		$469K Sell
818
-193
-19% -$107K 0.18% 139
2025
Q3 		$482K Sell
1,011
-146
-13% -$62.3K 0.19% 138
2025
Q2 		$449K Sell
1,157
-5
-0.4% -$1.67K 0.2% 134
2025
Q1 		$383K Sell
1,162
-51
-4% -$18.2K 0.19% 133
2024
Q4 		$440K Sell
1,213
-25
-2% -$9.7K 0.22% 113
2024
Q3 		$484K Buy
+1,238
New +$428K 0.24% 99

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

TCFG Wealth Management's CAT Position: Q1 2026 in Review

TCFG Wealth Management reduced its Caterpillar (CAT) stake by 0.98% in Q1 2026, selling an estimated $5.54K and leaving 810 shares worth $574K. The position accounts for 0.21% of the portfolio, ranked #115.

TCFG Wealth Management first reported a position in CAT in Q3 2024 and has held it in 7 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • TCFG Wealth Management held 810 shares of Caterpillar worth $574K as of Q1 2026.
  • TCFG Wealth Management sold 8 Caterpillar shares in Q1 2026, an estimated $5.54K.
  • Caterpillar made up 0.21% of TCFG Wealth Management's portfolio in Q1 2026, its #115 holding.
  • TCFG Wealth Management first reported a position in Caterpillar in Q3 2024 and has held it in 7 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.