Tilia Fiduciary Partners’s Caterpillar CAT Stock Holding History

Tilia Fiduciary Partners’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 Q3	$338K	Sell	416 -24	-5%	-$20.4K	0.16%	87
2026 Q2	$469K	Sell	440 -15	-3%	-$13.2K	0.22%	83
2026 Q1	$323K	Hold	455	–	–	0.18%	94
2025 Q4	$261K	Sell	455 -44	-9%	-$24.5K	0.14%	102
2025 Q3	$238K	Sell	499 -174	-26%	-$74.3K	0.14%	106
2025 Q2	$261K	Hold	673	–	–	0.16%	104
2025 Q1	$222K	Sell	673 -38	-5%	-$13.5K	0.15%	108
2024 Q4	$258K	Hold	711	–	–	0.18%	97
2024 Q3	$278K	Sell	711 -10	-1%	-$3.45K	0.19%	92
2024 Q2	$240K	Sell	721 -1	-0.1%	-$347	0.19%	92
2024 Q1	$265K	Sell	722 -4	-0.6%	-$1.28K	0.21%	89
2023 Q4	$215K	Sell	726 -32	-4%	-$8.3K	0.2%	95
2023 Q3	$207K	Sell	758 -31	-4%	-$8.41K	0.22%	93
2023 Q2	$194K	Sell	789 -422	-35%	-$94.1K	0.17%	95
2023 Q1	$277K	Buy	1,211 +386	+47%	+$93.3K	0.26%	89
2022 Q4	$198K	Sell	825 -3	-0.4%	-$653	0.19%	96
2022 Q3	$149K	Sell	828 -46	-5%	-$8.4K	0.15%	105
2022 Q2	$152K	Sell	874 -183	-17%	-$38.6K	0.15%	110
2022 Q1	$235K	Buy	1,057 +101	+11%	+$21.2K	0.2%	95
2021 Q4	$198K	Buy	+956	New	+$192K	0.16%	103

Other funds holding CAT

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

OMC

Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Tilia Fiduciary Partners's CAT Position: Q3 2026 in Review

Tilia Fiduciary Partners reduced its Caterpillar (CAT) stake by 5.5% in Q3 2026, selling an estimated $20.4K and leaving 416 shares worth $338K. The position accounts for 0.16% of the portfolio, ranked #87.

Tilia Fiduciary Partners first reported a position in CAT in Q4 2021 and has held it in 20 quarters since. The position peaked at $469K in Q2 2026. 214 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Tilia Fiduciary Partners held 416 shares of Caterpillar worth $338K as of Q3 2026.
Tilia Fiduciary Partners sold 24 Caterpillar shares in Q3 2026, an estimated $20.4K.
Caterpillar made up 0.16% of Tilia Fiduciary Partners's portfolio in Q3 2026, its #87 holding.
Tilia Fiduciary Partners first reported a position in Caterpillar in Q4 2021 and has held it in 20 quarters since.
Tilia Fiduciary Partners's Caterpillar position peaked at $469K in Q2 2026.
214 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2026, filed 9 Oct 2026.