TCP Asset Management’s Caterpillar CAT Stock Holding History

TCP 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 Q3	$673K	Sell	796 -33	-4%	-$28K	0.08%	64
2026 Q2	$883K	Sell	829 -16	-2%	-$14.1K	0.1%	58
2026 Q1	$599K	Buy	845 +222	+36%	+$154K	0.08%	64
2025 Q4	$357K	Buy	623 +3	+0.5%	+$1.67K	0.06%	73
2025 Q3	$296K	Buy	620 +45	+8%	+$19.2K	0.05%	82
2025 Q2	$223K	Buy	+575	New	+$192K	0.04%	85
2025 Q1	–	Sell	-575	Closed	-$209K	–	90
2024 Q4	$209K	Hold	575	–	–	0.05%	87
2024 Q3	$225K	Buy	+575	New	+$199K	0.05%	77

Other funds holding CAT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

TCP Asset Management's CAT Position: Q3 2026 in Review

TCP Asset Management reduced its Caterpillar (CAT) stake by 4% in Q3 2026, selling an estimated $28K and leaving 796 shares worth $673K. The position accounts for 0.08% of the portfolio, ranked #64.

TCP Asset Management first reported a position in CAT in Q3 2024 and has held it in 8 quarters since. The position peaked at $883K in Q2 2026. 2,541 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

TCP Asset Management held 796 shares of Caterpillar worth $673K as of Q3 2026.
TCP Asset Management sold 33 Caterpillar shares in Q3 2026, an estimated $28K.
Caterpillar made up 0.08% of TCP Asset Management's portfolio in Q3 2026, its #64 holding.
TCP Asset Management first reported a position in Caterpillar in Q3 2024 and has held it in 8 quarters since.
TCP Asset Management's Caterpillar position peaked at $883K in Q2 2026.
2,541 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on TCP Asset Management's 13F filing for Q3 2026, filed 14 Oct 2026.