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
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 $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

TFB Advisors's CAT Position: Q1 2026 in Review

TFB Advisors reduced its Caterpillar (CAT) stake by 4.7% in Q1 2026, selling an estimated $40.9K and leaving 1,202 shares worth $852K. The position accounts for 0.45% of the portfolio, ranked #52.

TFB Advisors first reported a position in CAT in Q2 2023 and has held it in 11 quarters since. 3,736 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • TFB Advisors held 1,202 shares of Caterpillar worth $852K as of Q1 2026.
  • TFB Advisors sold 59 Caterpillar shares in Q1 2026, an estimated $40.9K.
  • Caterpillar made up 0.45% of TFB Advisors's portfolio in Q1 2026, its #52 holding.
  • TFB Advisors first reported a position in Caterpillar in Q2 2023 and has held it in 11 quarters since.
  • 3,736 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on TFB Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.