TPCW
CAT icon

TD Private Client Wealth’s Caterpillar CAT Stock Holding History

TD Private Client Wealth’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 		$3.44M Sell
4,862
-245
-5% -$170K 0.07% 179
2025
Q4 		$2.93M Buy
5,107
+2,650
+108% +$1.47M 0.06% 197
2025
Q3 		$1.17M Sell
2,457
-6
-0.2% -$2.56K 0.03% 331
2025
Q2 		$956K Sell
2,463
-557
-18% -$186K 0.02% 374
2025
Q1 		$996K Buy
3,020
+69
+2% +$24.6K 0.03% 351
2024
Q4 		$1.07M Sell
2,951
-52
-2% -$20.2K 0.03% 348
2024
Q3 		$1.17M Sell
3,003
-199
-6% -$68.7K 0.03% 342
2024
Q2 		$1.07M Buy
3,202
+118
+4% +$40.9K 0.03% 334
2024
Q1 		$1.13M Sell
3,084
-910
-23% -$291K 0.04% 334
2023
Q4 		$1.18M Sell
3,994
-1,795
-31% -$466K 0.04% 312
2023
Q3 		$1.58M Sell
5,789
-1,002
-15% -$272K 0.07% 247
2023
Q2 		$1.67M Sell
6,791
-838
-11% -$187K 0.07% 247
2023
Q1 		$1.75M Sell
7,629
-314
-4% -$75.9K 0.08% 245
2022
Q4 		$1.9M Buy
7,943
+9
+0.1% +$1.96K 0.09% 227
2022
Q3 		$1.3M Buy
7,934
+382
+5% +$69.8K 0.07% 265
2022
Q2 		$1.35M Sell
7,552
-507
-6% -$107K 0.07% 271
2022
Q1 		$1.8M Sell
8,059
-460
-5% -$96.5K 0.08% 253
2021
Q4 		$1.76M Sell
8,519
-280
-3% -$56.4K 0.07% 259
2021
Q3 		$1.69M Sell
8,799
-75
-0.8% -$15.6K 0.07% 261
2021
Q2 		$1.93M Buy
8,874
+986
+13% +$228K 0.08% 244
2021
Q1 		$1.83M Sell
7,888
-463
-6% -$95.8K 0.09% 239
2020
Q4 		$1.52M Buy
8,351
+29
+0.3% +$4.92K 0.08% 253
2020
Q3 		$1.24M Buy
8,322
+1,174
+16% +$165K 0.07% 263
2020
Q2 		$904K Buy
7,148
+2,761
+63% +$327K 0.05% 295
2020
Q1 		$509K Buy
4,387
+461
+12% +$58.9K 0.04% 320
2019
Q4 		$580K Buy
+3,926
New +$548K 0.03% 332

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

TD Private Client Wealth's CAT Position: Q1 2026 in Review

TD Private Client Wealth reduced its Caterpillar (CAT) stake by 4.8% in Q1 2026, selling an estimated $170K and leaving 4,862 shares worth $3.44M. The position accounts for 0.07% of the portfolio, ranked #179.

TD Private Client Wealth first reported a position in CAT in Q4 2019 and has held it in 26 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • TD Private Client Wealth held 4,862 shares of Caterpillar worth $3.44M as of Q1 2026.
  • TD Private Client Wealth sold 245 Caterpillar shares in Q1 2026, an estimated $170K.
  • Caterpillar made up 0.07% of TD Private Client Wealth's portfolio in Q1 2026, its #179 holding.
  • TD Private Client Wealth first reported a position in Caterpillar in Q4 2019 and has held it in 26 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.