TCV Trust & Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.86M | Buy |
1,745
+4
| +0.2% | +$3.51K | 0.14% | 82 |
|
|
2026
Q1 | $1.23M | Sell |
1,741
-30
| -2% | -$20.8K | 0.1% | 93 |
|
|
2025
Q4 | $1.01M | Buy |
1,771
+256
| +17% | +$142K | 0.08% | 107 |
|
|
2025
Q3 | $723K | Sell |
1,515
-510
| -25% | -$218K | 0.06% | 122 |
|
|
2025
Q2 | $786K | Buy |
2,025
+6
| +0.3% | +$2K | 0.07% | 113 |
|
|
2025
Q1 | $666K | Buy |
2,019
+46
| +2% | +$16.4K | 0.06% | 119 |
|
|
2024
Q4 | $716K | Buy |
1,973
+500
| +34% | +$194K | 0.07% | 119 |
|
|
2024
Q3 | $576K | Sell |
1,473
-90
| -6% | -$31.1K | 0.05% | 129 |
|
|
2024
Q2 | $521K | Hold |
1,563
| – | – | 0.05% | 133 |
|
|
2024
Q1 | $573K | Hold |
1,563
| – | – | 0.05% | 126 |
|
|
2023
Q4 | $462K | Sell |
1,563
-10
| -0.6% | -$2.59K | 0.05% | 141 |
|
|
2023
Q3 | $429K | Hold |
1,573
| – | – | 0.05% | 140 |
|
|
2023
Q2 | $387K | Sell |
1,573
-67
| -4% | -$14.9K | 0.04% | 146 |
|
|
2023
Q1 | $375K | Sell |
1,640
-105
| -6% | -$25.4K | 0.04% | 149 |
|
|
2022
Q4 | $418K | Buy |
1,745
+32
| +2% | +$6.97K | 0.05% | 147 |
|
|
2022
Q3 | $282K | Sell |
1,713
-180
| -10% | -$32.9K | 0.04% | 159 |
|
|
2022
Q2 | $339K | Buy |
1,893
+151
| +9% | +$31.8K | 0.04% | 153 |
|
|
2022
Q1 | $388K | Sell |
1,742
-500
| -22% | -$105K | 0.04% | 156 |
|
|
2021
Q4 | $463K | Buy |
2,242
+93
| +4% | +$18.7K | 0.05% | 149 |
|
|
2021
Q3 | $413K | Buy |
+2,149
| New | +$448K | 0.05% | 150 |
|
|
2020
Q1 | – | Sell |
-1,450
| Closed | -$214K | – | 167 |
|
|
2019
Q4 | $214K | Buy |
+1,450
| New | +$202K | 0.03% | 192 |
|
|
2019
Q2 | – | Sell |
-3,350
| Closed | -$454K | – | 198 |
|
|
2019
Q1 | $454K | Sell |
3,350
-125
| -4% | -$16.6K | 0.06% | 139 |
|
|
2018
Q4 | $441K | Sell |
3,475
-118
| -3% | -$15.4K | 0.06% | 141 |
|
|
2018
Q3 | $548K | Buy |
3,593
+25
| +0.7% | +$3.54K | 0.07% | 134 |
|
|
2018
Q2 | $484K | Buy |
3,568
+400
| +13% | +$59.8K | 0.07% | 137 |
|
|
2018
Q1 | $467K | Hold |
3,168
| – | – | 0.07% | 137 |
|
|
2017
Q4 | $499K | Buy |
3,168
+18
| +0.6% | +$2.5K | 0.07% | 132 |
|
|
2017
Q3 | $393K | Hold |
3,150
| – | – | 0.06% | 141 |
|
|
2017
Q2 | $338K | Hold |
3,150
| – | – | 0.05% | 149 |
|
|
2017
Q1 | $292K | Buy |
+3,150
| New | +$298K | 0.04% | 160 |
|
|
2015
Q1 | – | Sell |
-3,646
| Closed | -$334K | – | 181 |
|
|
2014
Q4 | $334K | Buy |
3,646
+226
| +7% | +$22K | 0.06% | 146 |
|
|
2014
Q3 | $339K | Sell |
3,420
-128
| -4% | -$13.6K | 0.06% | 141 |
|
|
2014
Q2 | $386K | Buy |
3,548
+152
| +4% | +$16K | 0.06% | 136 |
|
|
2014
Q1 | $338K | Sell |
3,396
-290
| -8% | -$27.4K | 0.06% | 137 |
|
|
2013
Q4 | $334K | Sell |
3,686
-540
| -13% | -$46.1K | 0.06% | 136 |
|
|
2013
Q3 | $352K | Buy |
4,226
+67
| +2% | +$5.67K | 0.07% | 126 |
|
|
2013
Q2 | $343K | Buy |
+4,159
| New | +$354K | 0.07% | 122 |
|
Other funds holding CAT
ECSS
MG
SMDAM
TCV Trust & Wealth Management's CAT Position: Q2 2026 in Review
TCV Trust & Wealth Management increased its Caterpillar (CAT) stake by 0.23% in Q2 2026, buying an estimated $3.51K and bringing the position to 1,745 shares worth $1.86M. The position accounts for 0.14% of the portfolio, ranked #82.
TCV Trust & Wealth Management first reported a position in CAT in Q2 2013 and has held it in 37 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- TCV Trust & Wealth Management held 1,745 shares of Caterpillar worth $1.86M as of Q2 2026.
- TCV Trust & Wealth Management bought 4 Caterpillar shares in Q2 2026, an estimated $3.51K.
- Caterpillar made up 0.14% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #82 holding.
- TCV Trust & Wealth Management first reported a position in Caterpillar in Q2 2013 and has held it in 37 quarters since.
- 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.