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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

TCP Asset Management's CAT Position: Q2 2026 in Review

TCP Asset Management reduced its Caterpillar (CAT) stake by 1.9% in Q2 2026, selling an estimated $14.1K and leaving 829 shares worth $883K. The position accounts for 0.1% of the portfolio, ranked #58.

TCP Asset Management first reported a position in CAT in Q3 2024 and has held it in 7 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

TCP Asset Management held 829 shares of Caterpillar worth $883K as of Q2 2026.
TCP Asset Management sold 16 Caterpillar shares in Q2 2026, an estimated $14.1K.
Caterpillar made up 0.1% of TCP Asset Management's portfolio in Q2 2026, its #58 holding.
TCP Asset Management first reported a position in Caterpillar in Q3 2024 and has held it in 7 quarters since.
736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on TCP Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.