TA
CAT icon

Tectonic Advisors’s Caterpillar CAT Stock Holding History

Tectonic Advisors’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
-1,541
Closed -$883K – 277
2025
Q4 		$883K Hold
1,541
– – 0.05% 184
2025
Q3 		$735K Buy
1,541
+5
+0.3% +$2.13K 0.04% 198
2025
Q2 		$596K Buy
1,536
+6
+0.4% +$2K 0.03% 227
2025
Q1 		$504K Buy
1,530
+7
+0.5% +$2.49K 0.03% 239
2024
Q4 		$553K Sell
1,523
-23
-1% -$8.92K 0.04% 221
2024
Q3 		$605K Buy
1,546
+32
+2% +$11.1K 0.04% 214
2024
Q2 		$504K Buy
1,514
+6
+0.4% +$2.08K 0.04% 219
2024
Q1 		$553K Buy
1,508
+6
+0.4% +$1.92K 0.04% 212
2023
Q4 		$444K Buy
1,502
+8
+0.5% +$2.08K 0.04% 218
2023
Q3 		$408K Buy
1,494
+5
+0.3% +$1.36K 0.04% 211
2023
Q2 		$366K Buy
1,489
+12
+0.8% +$2.68K 0.05% 212
2023
Q1 		$338K Hold
1,477
– – 0.05% 218
2022
Q4 		$354K Hold
1,477
– – 0.05% 201
2022
Q3 		$242K Buy
1,477
+275
+23% +$50.2K 0.04% 177
2022
Q2 		$215K Sell
1,202
-69
-5% -$14.5K 0.04% 184
2022
Q1 		$283K Hold
1,271
– – 0.05% 168
2021
Q4 		$263K Hold
1,271
– – 0.05% 167
2021
Q3 		$244K Hold
1,271
– – 0.05% 169
2021
Q2 		$277K Hold
1,271
– – 0.06% 155
2021
Q1 		$295K Hold
1,271
– – 0.07% 134
2020
Q4 		$231K Buy
+1,271
New +$216K 0.06% 143

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

Tectonic Advisors's CAT Position: Q1 2026 in Review

Tectonic Advisors sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 1,541 shares — an estimated $883K sold.

Tectonic Advisors first reported a position in CAT in Q4 2020 and held it in 21 quarters. The position peaked at $883K in Q4 2025. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Tectonic Advisors reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
  • Tectonic Advisors sold 1,541 Caterpillar shares in Q1 2026, an estimated $883K.
  • Tectonic Advisors first reported a position in Caterpillar in Q4 2020 and held it in 21 quarters.
  • Tectonic Advisors's Caterpillar position peaked at $883K in Q4 2025.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Tectonic Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.