TCTC Holdings’s Caterpillar CAT Stock Holding History

TCTC Holdings’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	–	Sell	-292	Closed	-$167K	–	270
2025 Q4	$167K	Hold	292	–	–	0.01%	229
2025 Q3	$139K	Hold	292	–	–	﹤0.01%	233
2025 Q2	$113K	Hold	292	–	–	﹤0.01%	249
2025 Q1	$96.3K	Buy	292 +96	+49%	+$34.2K	﹤0.01%	261
2024 Q4	$71.1K	Buy	196 +96	+96%	+$37.2K	﹤0.01%	289
2024 Q3	$39.1K	Hold	100	–	–	﹤0.01%	344
2024 Q2	$33.3K	Hold	100	–	–	﹤0.01%	357
2024 Q1	$36.6K	Hold	100	–	–	﹤0.01%	332
2023 Q4	$29.6K	Hold	100	–	–	﹤0.01%	344
2023 Q3	$27.3K	Hold	100	–	–	﹤0.01%	300
2023 Q2	$24.6K	Hold	100	–	–	﹤0.01%	310
2023 Q1	$22.9K	Hold	100	–	–	﹤0.01%	337
2022 Q4	$24K	Hold	100	–	–	﹤0.01%	320
2022 Q3	$16K	Hold	100	–	–	﹤0.01%	328
2022 Q2	$18K	Hold	100	–	–	﹤0.01%	325
2022 Q1	$22K	Hold	100	–	–	﹤0.01%	322
2021 Q4	$21K	Hold	100	–	–	﹤0.01%	361
2021 Q3	$19K	Hold	100	–	–	﹤0.01%	376
2021 Q2	$22K	Hold	100	–	–	﹤0.01%	325
2021 Q1	$23K	Hold	100	–	–	﹤0.01%	315
2020 Q4	$18K	Hold	100	–	–	﹤0.01%	316
2020 Q3	$15K	Hold	100	–	–	﹤0.01%	309
2020 Q2	$13K	Buy	+100	New	+$11.9K	﹤0.01%	319

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

TCTC Holdings's CAT Position: Q1 2026 in Review

TCTC Holdings sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 292 shares — an estimated $167K sold.

TCTC Holdings first reported a position in CAT in Q2 2020 and held it in 23 quarters. The position peaked at $167K in Q4 2025. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

TCTC Holdings reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
TCTC Holdings sold 292 Caterpillar shares in Q1 2026, an estimated $167K.
TCTC Holdings first reported a position in Caterpillar in Q2 2020 and held it in 23 quarters.
TCTC Holdings's Caterpillar position peaked at $167K in Q4 2025.
3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on TCTC Holdings's 13F filing for Q1 2026, filed 7 May 2026.