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Tennessee Valley Asset Management Partners’s Caterpillar CAT Stock Holding History

Tennessee Valley Asset Management Partners’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 		$1.75M Buy
1,640
+522
+47% +$459K 0.19% 71
2026
Q1 		$792K Sell
1,118
-1
-0.1% -$693 0.1% 95
2025
Q4 		$641K Sell
1,119
-63
-5% -$35K 0.08% 99
2025
Q3 		$564K Buy
+1,182
New +$505K 0.08% 105
2025
Q2 		– Sell
-1,279
Closed -$422K – 89
2025
Q1 		$422K Buy
1,279
+33
+3% +$11.8K 0.07% 108
2024
Q4 		$452K Sell
1,246
-204
-14% -$79.1K 0.08% 97
2024
Q3 		$567K Sell
1,450
-295
-17% -$102K 0.09% 89
2024
Q2 		$581K Buy
1,745
+93
+6% +$32.2K 0.11% 82
2024
Q1 		$605K Sell
1,652
-1,642
-50% -$525K 0.15% 69
2023
Q4 		$974K Buy
3,294
+1,653
+101% +$429K 0.13% 78
2023
Q3 		$448K Buy
1,641
+5
+0.3% +$1.36K 0.15% 74
2023
Q2 		$402K Buy
1,636
+31
+2% +$6.91K 0.13% 78
2023
Q1 		$367K Buy
1,605
+6
+0.4% +$1.45K 0.12% 77
2022
Q4 		$383K Buy
1,599
+6
+0.4% +$1.31K 0.13% 77
2022
Q3 		$261K Buy
1,593
+7
+0.4% +$1.28K 0.1% 83
2022
Q2 		$284K Buy
1,586
+6
+0.4% +$1.26K 0.11% 70
2022
Q1 		$352K Buy
1,580
+57
+4% +$12K 0.12% 59
2021
Q4 		$315K Buy
1,523
+101
+7% +$20.3K 0.11% 64
2021
Q3 		$273K Buy
+1,422
New +$296K 0.1% 67
2021
Q2 		– Sell
-2,305
Closed -$535K – 34
2021
Q1 		$535K Buy
2,305
+412
+22% +$85.3K 0.14% 60
2020
Q4 		$344K Buy
+1,893
New +$321K 0.08% 77

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Tennessee Valley Asset Management Partners's CAT Position: Q2 2026 in Review

Tennessee Valley Asset Management Partners increased its Caterpillar (CAT) stake by 47% in Q2 2026, buying an estimated $459K and bringing the position to 1,640 shares worth $1.75M. The position accounts for 0.19% of the portfolio, ranked #71.

Tennessee Valley Asset Management Partners first reported a position in CAT in Q4 2020 and has held it in 21 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Tennessee Valley Asset Management Partners held 1,640 shares of Caterpillar worth $1.75M as of Q2 2026.
  • Tennessee Valley Asset Management Partners bought 522 Caterpillar shares in Q2 2026, an estimated $459K.
  • Caterpillar made up 0.19% of Tennessee Valley Asset Management Partners's portfolio in Q2 2026, its #71 holding.
  • Tennessee Valley Asset Management Partners first reported a position in Caterpillar in Q4 2020 and has held it in 21 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q2 2026, filed 10 Aug 2026.