TIA
CAT icon

Tiemann Investment Advisors’s Caterpillar CAT Stock Holding History

Tiemann Investment 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 		$1.89M Sell
2,670
-44
-2% -$30.5K 0.74% 29
2025
Q4 		$1.55M Sell
2,714
-95
-3% -$52.8K 0.6% 37
2025
Q3 		$1.34M Sell
2,809
-65
-2% -$27.7K 0.51% 44
2025
Q2 		$1.12M Sell
2,874
-280
-9% -$93.3K 0.46% 52
2025
Q1 		$1.04M Sell
3,154
-110
-3% -$39.2K 0.47% 47
2024
Q4 		$1.18M Sell
3,264
-48
-1% -$18.6K 0.53% 41
2024
Q3 		$1.3M Sell
3,312
-135
-4% -$46.6K 0.56% 40
2024
Q2 		$1.15M Buy
3,447
+10
+0.3% +$3.47K 0.51% 43
2024
Q1 		$1.26M Buy
3,437
+10
+0.3% +$3.2K 0.56% 41
2023
Q4 		$1.01M Sell
3,427
-30
-0.9% -$7.78K 0.49% 46
2023
Q3 		$944K Buy
3,457
+120
+4% +$32.6K 0.5% 48
2023
Q2 		$821K Buy
3,337
+140
+4% +$31.2K 0.42% 56
2023
Q1 		$732K Buy
3,197
+162
+5% +$39.2K 0.4% 61
2022
Q4 		$727K Buy
3,035
+135
+5% +$29.4K 0.43% 59
2022
Q3 		$476K Sell
2,900
-3,223
-53% -$589K 0.31% 71
2022
Q2 		$1.09M Sell
6,123
-75
-1% -$15.8K 0.58% 46
2022
Q1 		$1.38M Sell
6,198
-25
-0.4% -$5.24K 0.64% 42
2021
Q4 		$1.29M Sell
6,223
-325
-5% -$65.4K 0.54% 49
2021
Q3 		$1.26M Sell
6,548
-15
-0.2% -$3.12K 0.6% 45
2021
Q2 		$1.43M Sell
6,563
-450
-6% -$104K 0.67% 40
2021
Q1 		$1.63M Buy
7,013
+430
+7% +$89K 0.81% 32
2020
Q4 		$1.2M Hold
6,583
– – 0.64% 42
2020
Q3 		$982K Buy
6,583
+100
+2% +$14K 0.61% 44
2020
Q2 		$820K Buy
6,483
+95
+1% +$11.3K 0.56% 47
2020
Q1 		$741K Sell
6,388
-155
-2% -$19.8K 0.64% 45
2019
Q4 		$966K Sell
6,543
-282
-4% -$39.4K 0.66% 46
2019
Q3 		$862K Sell
6,825
-405
-6% -$51.5K 0.63% 50
2019
Q2 		$985K Sell
7,230
-100
-1% -$13.2K 0.71% 47
2019
Q1 		$993K Hold
7,330
– – 0.76% 41
2018
Q4 		$931K Hold
7,330
– – 0.83% 36
2018
Q3 		$1.12M Buy
7,330
+275
+4% +$38.9K 0.85% 34
2018
Q2 		$957K Hold
7,055
– – 0.77% 38
2018
Q1 		$1.04M Sell
7,055
-125
-2% -$19.7K 0.84% 34
2017
Q4 		$1.13M Sell
7,180
-240
-3% -$33.3K 0.9% 33
2017
Q3 		$925K Hold
7,420
– – 0.78% 36
2017
Q2 		$797K Sell
7,420
-50
-0.7% -$5.08K 0.71% 38
2017
Q1 		$693K Sell
7,470
-150
-2% -$14.2K 0.64% 48
2016
Q4 		$707K Sell
7,620
-250
-3% -$22.7K 0.69% 45
2016
Q3 		$699K Sell
7,870
-360
-4% -$29.5K 0.64% 49
2016
Q2 		$624K Hold
8,230
– – 0.58% 57
2016
Q1 		$630K Sell
8,230
-100
-1% -$6.71K 0.62% 53
2015
Q4 		$566K Sell
8,330
-125
-1% -$8.74K 0.57% 56
2015
Q3 		$553K Sell
8,455
-75
-0.9% -$5.74K 0.6% 57
2015
Q2 		$724K Sell
8,530
-125
-1% -$10.7K 0.74% 39
2015
Q1 		$693K Buy
8,655
+290
+3% +$24.1K 0.72% 40
2014
Q4 		$766K Buy
8,365
+75
+0.9% +$7.3K 0.82% 32
2014
Q3 		$821K Sell
8,290
-50
-0.6% -$5.3K 0.91% 28
2014
Q2 		$906K Sell
8,340
-150
-2% -$15.7K 1.01% 28
2014
Q1 		$844K Buy
8,490
+650
+8% +$61.3K 0.95% 27
2013
Q4 		$712K Buy
+7,840
New +$669K 0.84% 30

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

Tiemann Investment Advisors's CAT Position: Q1 2026 in Review

Tiemann Investment Advisors reduced its Caterpillar (CAT) stake by 1.6% in Q1 2026, selling an estimated $30.5K and leaving 2,670 shares worth $1.89M. The position accounts for 0.74% of the portfolio, ranked #29.

Tiemann Investment Advisors first reported a position in CAT in Q4 2013 and has held it in 50 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Tiemann Investment Advisors held 2,670 shares of Caterpillar worth $1.89M as of Q1 2026.
  • Tiemann Investment Advisors sold 44 Caterpillar shares in Q1 2026, an estimated $30.5K.
  • Caterpillar made up 0.74% of Tiemann Investment Advisors's portfolio in Q1 2026, its #29 holding.
  • Tiemann Investment Advisors first reported a position in Caterpillar in Q4 2013 and has held it in 50 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Tiemann Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.