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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tilia Fiduciary Partners's CAT Position: Q1 2026 in Review

Tilia Fiduciary Partners held its Caterpillar (CAT) position steady in Q1 2026 at 455 shares worth $323K. The position accounts for 0.18% of the portfolio, ranked #94.

Tilia Fiduciary Partners first reported a position in CAT in Q4 2021 and has held it in 18 quarters since. 3,735 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Tilia Fiduciary Partners held 455 shares of Caterpillar worth $323K as of Q1 2026.
Tilia Fiduciary Partners left its Caterpillar share count unchanged in Q1 2026.
Caterpillar made up 0.18% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #94 holding.
Tilia Fiduciary Partners first reported a position in Caterpillar in Q4 2021 and has held it in 18 quarters since.
3,735 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.