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TFG Advisers’s Caterpillar CAT Stock Holding History

TFG Advisers’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
2025
Q2 		$693K Buy
1,785
+2
+0.1% +$667 0.24% 104
2025
Q1 		$588K Sell
1,783
-51
-3% -$18.2K 0.21% 109
2024
Q4 		$665K Buy
1,834
+22
+1% +$8.53K 0.24% 101
2024
Q3 		$709K Buy
1,812
+3
+0.2% +$1.04K 0.26% 104
2024
Q2 		$602K Sell
1,809
-12
-0.7% -$4.16K 0.23% 108
2024
Q1 		$667K Sell
1,821
-22
-1% -$7.03K 0.26% 104
2023
Q4 		$545K Buy
1,843
+183
+11% +$47.5K 0.23% 112
2023
Q3 		$453K Buy
1,660
+101
+6% +$27.4K 0.21% 117
2023
Q2 		$384K Buy
1,559
+90
+6% +$20.1K 0.17% 133
2023
Q1 		$336K Buy
1,469
+73
+5% +$17.6K 0.16% 135
2022
Q4 		$334K Sell
1,396
-30
-2% -$6.53K 0.17% 130
2022
Q3 		$234K Buy
1,426
+14
+1% +$2.56K 0.13% 167
2022
Q2 		$252K Sell
1,412
-3
-0.2% -$632 0.13% 162
2022
Q1 		$315K Buy
1,415
+151
+12% +$31.7K 0.14% 149
2021
Q4 		$261K Buy
1,264
+56
+5% +$11.3K 0.11% 180
2021
Q3 		$232K Buy
1,208
+169
+16% +$35.2K 0.11% 183
2021
Q2 		$226K Buy
1,039
+27
+3% +$6.24K 0.11% 184
2021
Q1 		$235K Sell
1,012
-364
-26% -$75.4K 0.12% 170
2020
Q4 		$250K Sell
1,376
-116
-8% -$19.7K 0.13% 161
2020
Q3 		$222K Buy
+1,492
New +$210K 0.13% 159
2020
Q1 		– Sell
-1,676
Closed -$247K – 191
2019
Q4 		$247K Buy
1,676
+10
+0.6% +$1.4K 0.14% 143
2019
Q3 		$210K Buy
1,666
+53
+3% +$6.73K 0.14% 152
2019
Q2 		$219K Sell
1,613
-171
-10% -$22.6K 0.15% 144
2019
Q1 		$241K Buy
1,784
+47
+3% +$6.24K 0.17% 135
2018
Q4 		$220K Buy
+1,737
New +$226K 0.18% 134

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

TFG Advisers's CAT Position: Q2 2025 in Review

TFG Advisers increased its Caterpillar (CAT) stake by 0.11% in Q2 2025, buying an estimated $667 and bringing the position to 1,785 shares worth $693K. The position accounts for 0.24% of the portfolio, ranked #104.

TFG Advisers first reported a position in CAT in Q4 2018 and has held it in 25 quarters since. The position peaked at $709K in Q3 2024. 3,014 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

  • TFG Advisers held 1,785 shares of Caterpillar worth $693K as of Q2 2025.
  • TFG Advisers bought 2 Caterpillar shares in Q2 2025, an estimated $667.
  • Caterpillar made up 0.24% of TFG Advisers's portfolio in Q2 2025, its #104 holding.
  • TFG Advisers first reported a position in Caterpillar in Q4 2018 and has held it in 25 quarters since.
  • TFG Advisers's Caterpillar position peaked at $709K in Q3 2024.
  • 3,014 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on TFG Advisers's 13F filing for Q2 2025, filed 21 Jul 2025.