TA
CAT icon

TFB Advisors’s Caterpillar CAT Stock Holding History

TFB 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
Q2 		$1.27M Sell
1,196
-6
-0.5% -$5.27K 0.56% 41
2026
Q1 		$852K Sell
1,202
-59
-5% -$40.9K 0.45% 52
2025
Q4 		$722K Sell
1,261
-91
-7% -$50.6K 0.2% 128
2025
Q3 		$713K Sell
1,352
-255
-16% -$109K 0.21% 125
2025
Q2 		$624K Buy
1,607
+98
+6% +$32.7K 0.16% 145
2025
Q1 		$498K Buy
1,509
+2
+0.1% +$712 0.14% 168
2024
Q4 		$547K Sell
1,507
-39
-3% -$15.1K 0.16% 152
2024
Q3 		$605K Sell
1,546
-2
-0.1% -$691 0.18% 123
2024
Q2 		$516K Buy
1,548
+92
+6% +$31.9K 0.17% 135
2024
Q1 		$482K Buy
1,456
+456
+46% +$146K 0.17% 131
2023
Q4 		$296K Buy
+1,000
New +$259K 0.15% 128
2023
Q3 		– Sell
-1,357
Closed -$334K – 126
2023
Q2 		$334K Buy
+1,357
New +$303K 0.15% 163

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

TFB Advisors's CAT Position: Q2 2026 in Review

TFB Advisors reduced its Caterpillar (CAT) stake by 0.5% in Q2 2026, selling an estimated $5.27K and leaving 1,196 shares worth $1.27M. The position accounts for 0.56% of the portfolio, ranked #41.

TFB Advisors first reported a position in CAT in Q2 2023 and has held it in 12 quarters since. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • TFB Advisors held 1,196 shares of Caterpillar worth $1.27M as of Q2 2026.
  • TFB Advisors sold 6 Caterpillar shares in Q2 2026, an estimated $5.27K.
  • Caterpillar made up 0.56% of TFB Advisors's portfolio in Q2 2026, its #41 holding.
  • TFB Advisors first reported a position in Caterpillar in Q2 2023 and has held it in 12 quarters since.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on TFB Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.