TFS
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Thoroughbred Financial Services’s Caterpillar CAT Stock Holding History

Thoroughbred Financial Services’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 		$6.91M Buy
9,751
+76
+0.8% +$52.6K 0.41% 50
2025
Q4 		$5.54M Sell
9,675
-304
-3% -$169K 0.33% 59
2025
Q3 		$4.76M Sell
9,979
-203
-2% -$86.7K 0.29% 71
2025
Q2 		$3.95M Sell
10,182
-3,548
-26% -$1.18M 0.28% 72
2025
Q1 		$4.53M Buy
13,730
+266
+2% +$94.8K 0.28% 70
2024
Q4 		$4.88M Buy
13,464
+479
+4% +$186K 0.3% 62
2024
Q3 		$5.08M Buy
12,985
+201
+2% +$69.4K 0.33% 60
2024
Q2 		$4.26M Buy
12,784
+2,210
+21% +$766K 0.28% 70
2024
Q1 		$3.87M Sell
10,574
-1,890
-15% -$604K 0.37% 64
2023
Q4 		$3.69M Buy
12,464
+500
+4% +$130K 0.3% 74
2023
Q3 		$3.27M Buy
11,964
+2,068
+21% +$561K 0.32% 69
2023
Q2 		$2.44M Buy
9,896
+421
+4% +$93.9K 0.32% 76
2023
Q1 		$2.17M Buy
9,475
+1,016
+12% +$246K 0.32% 77
2022
Q4 		$2.03M Buy
8,459
+2,836
+50% +$617K 0.33% 79
2022
Q3 		$922K Sell
5,623
-207
-4% -$37.8K 0.18% 139
2022
Q2 		$1.04M Buy
5,830
+63
+1% +$13.3K 0.19% 128
2022
Q1 		$1.28M Sell
5,767
-4,607
-44% -$966K 0.21% 118
2021
Q4 		$2.14M Buy
10,374
+7,236
+231% +$1.46M 0.45% 50
2021
Q3 		$602K Buy
3,138
+930
+42% +$194K 0.15% 147
2021
Q2 		$481K Buy
2,208
+233
+12% +$53.8K 0.12% 177
2021
Q1 		$457K Buy
1,975
+440
+29% +$91.1K 0.13% 169
2020
Q4 		$279K Hold
1,535
– – 0.09% 199
2020
Q3 		$228K Buy
+1,535
New +$216K 0.09% 213
2020
Q2 		– Sell
-4,116
Closed -$478K – 220
2020
Q1 		$478K Sell
4,116
-116
-3% -$14.8K 0.17% 143
2019
Q4 		$625K Sell
4,232
-611
-13% -$85.3K 0.21% 127
2019
Q3 		$612K Buy
4,843
+1,049
+28% +$133K 0.23% 114
2019
Q2 		$517K Buy
3,794
+4
+0.1% +$529 0.2% 112
2019
Q1 		$513K Buy
3,790
+5
+0.1% +$664 0.21% 113
2018
Q4 		$481K Buy
+3,785
New +$492K 0.24% 102

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

Thoroughbred Financial Services's CAT Position: Q1 2026 in Review

Thoroughbred Financial Services increased its Caterpillar (CAT) stake by 0.79% in Q1 2026, buying an estimated $52.6K and bringing the position to 9,751 shares worth $6.91M. The position accounts for 0.41% of the portfolio, ranked #50.

Thoroughbred Financial Services first reported a position in CAT in Q4 2018 and has held it in 29 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Thoroughbred Financial Services held 9,751 shares of Caterpillar worth $6.91M as of Q1 2026.
  • Thoroughbred Financial Services bought 76 Caterpillar shares in Q1 2026, an estimated $52.6K.
  • Caterpillar made up 0.41% of Thoroughbred Financial Services's portfolio in Q1 2026, its #50 holding.
  • Thoroughbred Financial Services first reported a position in Caterpillar in Q4 2018 and has held it in 29 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.