TWM
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Tolleson Wealth Management’s Caterpillar CAT Stock Holding History

Tolleson Wealth Management’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
Q2 		$639K Hold
600
– – 0.09% 63
2026
Q1 		$425K Hold
600
– – 0.06% 69
2025
Q4 		$344K Sell
600
-112
-16% -$62.2K 0.05% 74
2025
Q3 		$340K Buy
712
+112
+19% +$47.8K 0.05% 73
2025
Q2 		$233K Buy
+600
New +$200K 0.04% 81
2025
Q1 		– Sell
-600
Closed -$218K – 92
2024
Q4 		$218K Hold
600
– – 0.04% 99
2024
Q3 		$235K Sell
600
-6
-1% -$2.07K 0.04% 78
2024
Q2 		$202K Sell
606
-1,600
-73% -$555K 0.04% 81
2024
Q1 		$808K Sell
2,206
-194
-8% -$62K 0.16% 49
2023
Q4 		$710K Buy
2,400
+200
+9% +$51.9K 0.15% 50
2023
Q3 		$601K Hold
2,200
– – 0.14% 52
2023
Q2 		$541K Hold
2,200
– – 0.13% 60
2023
Q1 		$503K Hold
2,200
– – 0.13% 56
2022
Q4 		$527K Hold
2,200
– – 0.14% 57
2022
Q3 		$361K Hold
2,200
– – 0.11% 59
2022
Q2 		$393K Hold
2,200
– – 0.11% 57
2022
Q1 		$490K Hold
2,200
– – 0.15% 54
2021
Q4 		$455K Hold
2,200
– – 0.12% 55
2021
Q3 		$422K Hold
2,200
– – 0.12% 50
2021
Q2 		$479K Hold
2,200
– – 0.13% 52
2021
Q1 		$510K Hold
2,200
– – 0.15% 49
2020
Q4 		$400K Hold
2,200
– – 0.13% 49
2020
Q3 		$328K Hold
2,200
– – 0.13% 49
2020
Q2 		$278K Hold
2,200
– – 0.12% 52
2020
Q1 		$255K Buy
2,200
+200
+10% +$25.5K 0.11% 48
2019
Q4 		$295K Hold
2,000
– – 0.14% 53
2019
Q3 		$253K Hold
2,000
– – 0.14% 55
2019
Q2 		$273K Hold
2,000
– – 0.19% 43
2019
Q1 		$271K Hold
2,000
– – 0.19% 40
2018
Q4 		$254K Buy
+2,000
New +$260K 0.15% 42

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Tolleson Wealth Management's CAT Position: Q2 2026 in Review

Tolleson Wealth Management held its Caterpillar (CAT) position steady in Q2 2026 at 600 shares worth $639K. The position accounts for 0.09% of the portfolio, ranked #63.

Tolleson Wealth Management first reported a position in CAT in Q4 2018 and has held it in 30 quarters since. The position peaked at $808K in Q1 2024. 4,040 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Tolleson Wealth Management held 600 shares of Caterpillar worth $639K as of Q2 2026.
  • Tolleson Wealth Management left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.09% of Tolleson Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Tolleson Wealth Management first reported a position in Caterpillar in Q4 2018 and has held it in 30 quarters since.
  • Tolleson Wealth Management's Caterpillar position peaked at $808K in Q1 2024.
  • 4,040 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Tolleson Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.