TC
CAT icon

TFR Capital’s Caterpillar CAT Stock Holding History

TFR Capital’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 		$1.62M Buy
2,289
+104
+5% +$72K 0.5% 62
2025
Q4 		$1.25M Buy
2,185
+34
+2% +$18.9K 0.41% 64
2025
Q3 		$1.03M Sell
2,151
-85
-4% -$36.3K 0.34% 70
2025
Q2 		$868K Buy
2,236
+183
+9% +$61K 0.31% 73
2025
Q1 		$677K Buy
2,053
+1,285
+167% +$458K 0.28% 82
2024
Q4 		$279K Buy
+768
New +$298K 0.14% 89

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

TFR Capital's CAT Position: Q1 2026 in Review

TFR Capital increased its Caterpillar (CAT) stake by 4.8% in Q1 2026, buying an estimated $72K and bringing the position to 2,289 shares worth $1.62M. The position accounts for 0.5% of the portfolio, ranked #62.

TFR Capital first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. 3,736 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • TFR Capital held 2,289 shares of Caterpillar worth $1.62M as of Q1 2026.
  • TFR Capital bought 104 Caterpillar shares in Q1 2026, an estimated $72K.
  • Caterpillar made up 0.5% of TFR Capital's portfolio in Q1 2026, its #62 holding.
  • TFR Capital first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • 3,736 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on TFR Capital's 13F filing for Q1 2026, filed 4 May 2026.