TFC Financial Management’s Caterpillar CAT Stock Holding History

TFC Financial Management’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	$57.6K	Buy	54 +6	+13%	+$5.27K	0.01%	274
2026 Q1	$34.1K	Hold	48	–	–	﹤0.01%	304
2025 Q4	$27.6K	Hold	48	–	–	﹤0.01%	326
2025 Q3	$23K	Buy	48 +1	+2%	+$427	﹤0.01%	343
2025 Q2	$18.3K	Buy	47 +13	+38%	+$4.33K	﹤0.01%	344
2025 Q1	$11.3K	Hold	34	–	–	﹤0.01%	356
2024 Q4	$12.4K	Hold	34	–	–	﹤0.01%	346
2024 Q3	$13.3K	Sell	34 -4	-11%	-$1.38K	﹤0.01%	348
2024 Q2	$12.7K	Buy	38 +4	+12%	+$1.39K	﹤0.01%	329
2024 Q1	$12.5K	Buy	34 +3	+10%	+$959	﹤0.01%	320
2023 Q4	$9.2K	Sell	31 -4	-11%	-$1.04K	﹤0.01%	336
2023 Q3	$9.59K	Hold	35	–	–	﹤0.01%	345
2023 Q2	$8.64K	Sell	35 -102	-74%	-$22.7K	﹤0.01%	344
2023 Q1	$31.4K	Buy	137 +113	+471%	+$27.3K	0.01%	273
2022 Q4	$5.78K	Hold	24	–	–	﹤0.01%	325
2022 Q3	$4K	Hold	24	–	–	﹤0.01%	354
2022 Q2	$4K	Hold	24	–	–	﹤0.01%	345
2022 Q1	$5K	Hold	24	–	–	﹤0.01%	347
2021 Q4	$5K	Hold	24	–	–	﹤0.01%	387
2021 Q3	$5K	Hold	24	–	–	﹤0.01%	380
2021 Q2	$5K	Hold	24	–	–	﹤0.01%	365
2021 Q1	$6K	Hold	24	–	–	﹤0.01%	339
2020 Q4	$4K	Hold	24	–	–	﹤0.01%	374
2020 Q3	$4K	Buy	+24	New	+$3.37K	﹤0.01%	346

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

TFC Financial Management's CAT Position: Q2 2026 in Review

TFC Financial Management increased its Caterpillar (CAT) stake by 13% in Q2 2026, buying an estimated $5.27K and bringing the position to 54 shares worth $57.6K. The position accounts for 0.01% of the portfolio, ranked #274.

TFC Financial Management first reported a position in CAT in Q3 2020 and has held it in 24 quarters since. 1,873 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

TFC Financial Management held 54 shares of Caterpillar worth $57.6K as of Q2 2026.
TFC Financial Management bought 6 Caterpillar shares in Q2 2026, an estimated $5.27K.
Caterpillar made up 0.01% of TFC Financial Management's portfolio in Q2 2026, its #274 holding.
TFC Financial Management first reported a position in Caterpillar in Q3 2020 and has held it in 24 quarters since.
1,873 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.