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Tower Bridge Advisors’s Caterpillar CAT Stock Holding History

Tower Bridge 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 		$2.83M Hold
4,000
– – 0.27% 83
2025
Q4 		$2.29M Hold
4,000
– – 0.23% 85
2025
Q3 		$1.91M Hold
4,000
– – 0.19% 88
2025
Q2 		$1.55M Sell
4,000
-293
-7% -$97.7K 0.17% 95
2025
Q1 		$1.42M Buy
4,293
+200
+5% +$71.2K 0.16% 97
2024
Q4 		$1.48M Buy
4,093
+38
+0.9% +$14.7K 0.16% 101
2024
Q3 		$1.59M Sell
4,055
-350
-8% -$121K 0.16% 102
2024
Q2 		$1.47M Sell
4,405
-300
-6% -$104K 0.16% 100
2024
Q1 		$1.72M Sell
4,705
-140
-3% -$44.7K 0.18% 104
2023
Q4 		$1.43M Buy
4,845
+110
+2% +$28.5K 0.12% 118
2023
Q3 		$1.29M Sell
4,735
-110
-2% -$29.8K 0.12% 121
2023
Q2 		$1.19M Sell
4,845
-4,900
-50% -$1.09M 0.11% 113
2023
Q1 		$2.23M Sell
9,745
-97
-1% -$23.4K 0.18% 109
2022
Q4 		$2.36M Hold
9,842
– – 0.2% 105
2022
Q3 		$1.61M Hold
9,842
– – 0.14% 119
2022
Q2 		$1.76M Buy
9,842
+365
+4% +$76.9K 0.14% 115
2022
Q1 		$2.11M Sell
9,477
-230
-2% -$48.2K 0.14% 118
2021
Q4 		$2.01M Sell
9,707
-100
-1% -$20.1K 0.12% 125
2021
Q3 		$1.88M Sell
9,807
-25
-0.3% -$5.21K 0.13% 127
2021
Q2 		$2.14M Sell
9,832
-950
-9% -$219K 0.14% 119
2021
Q1 		$2.5M Sell
10,782
-231
-2% -$47.8K 0.19% 111
2020
Q4 		$2M Buy
11,013
+1,550
+16% +$263K 0.16% 110
2020
Q3 		$1.41M Sell
9,463
-550
-5% -$77.3K 0.14% 104
2020
Q2 		$1.27M Sell
10,013
-900
-8% -$107K 0.14% 103
2020
Q1 		$1.27M Sell
10,913
-725
-6% -$92.6K 0.17% 101
2019
Q4 		$1.72M Buy
11,638
+48
+0.4% +$6.7K 0.18% 100
2019
Q3 		$1.72M Sell
11,590
-5,950
-34% -$756K 0.19% 99
2019
Q2 		$2.39M Sell
17,540
-104
-0.6% -$13.7K 0.27% 85
2019
Q1 		$2.39M Sell
17,644
-50
-0.3% -$6.64K 0.28% 83
2018
Q4 		$2.25M Sell
17,694
-2,300
-12% -$299K 0.29% 84
2018
Q3 		$3.05M Buy
19,994
+200
+1% +$28.3K 0.32% 84
2018
Q2 		$2.69M Sell
19,794
-575
-3% -$85.9K 0.3% 88
2018
Q1 		$3M Sell
20,369
-2,075
-9% -$328K 0.33% 82
2017
Q4 		$3.54M Buy
22,444
+554
+3% +$76.8K 0.38% 73
2017
Q3 		$2.73M Sell
21,890
-675
-3% -$77.7K 0.31% 83
2017
Q2 		$2.42M Buy
22,565
+175
+0.8% +$17.8K 0.28% 86
2017
Q1 		$2.08M Hold
22,390
– – 0.24% 91
2016
Q4 		$2.08M Sell
22,390
-24,384
-52% -$2.21M 0.25% 91
2016
Q3 		$4.15M Sell
46,774
-2,096
-4% -$171K 0.51% 64
2016
Q2 		$3.7M Sell
48,870
-4,810
-9% -$360K 0.46% 67
2016
Q1 		$4.11M Buy
53,680
+2,165
+4% +$145K 0.51% 64
2015
Q4 		$3.5M Sell
51,515
-21,855
-30% -$1.53M 0.46% 68
2015
Q3 		$4.8M Sell
73,370
-8,490
-10% -$649K 0.66% 53
2015
Q2 		$6.94M Buy
81,860
+23,897
+41% +$2.05M 0.88% 48
2015
Q1 		$4.64M Buy
57,963
+3,460
+6% +$288K 0.59% 59
2014
Q4 		$4.99M Sell
54,503
-87,405
-62% -$8.51M 0.61% 59
2014
Q3 		$14.1M Sell
141,908
-1,381
-1% -$146K 1.77% 11
2014
Q2 		$15.6M Buy
143,289
+167
+0.1% +$17.5K 1.92% 7
2014
Q1 		$14.2M Buy
143,122
+2,570
+2% +$242K 1.83% 10
2013
Q4 		$12.8M Buy
140,552
+1,031
+0.7% +$88K 1.68% 15
2013
Q3 		$11.6M Buy
139,521
+6,599
+5% +$558K 1.67% 17
2013
Q2 		$11M Buy
+132,922
New +$11.3M 1.63% 16

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

Tower Bridge Advisors's CAT Position: Q1 2026 in Review

Tower Bridge Advisors held its Caterpillar (CAT) position steady in Q1 2026 at 4,000 shares worth $2.83M. The position accounts for 0.27% of the portfolio, ranked #83.

Tower Bridge Advisors first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. The position peaked at $15.6M in Q2 2014. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Tower Bridge Advisors held 4,000 shares of Caterpillar worth $2.83M as of Q1 2026.
  • Tower Bridge Advisors left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.27% of Tower Bridge Advisors's portfolio in Q1 2026, its #83 holding.
  • Tower Bridge Advisors first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
  • Tower Bridge Advisors's Caterpillar position peaked at $15.6M in Q2 2014.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Tower Bridge Advisors's 13F filing for Q1 2026, filed 12 May 2026.