TRCT
CAT icon

Tower Research Capital (TRC)’s Caterpillar CAT Stock Holding History

Tower Research Capital (TRC)’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 		$5.93M Sell
8,370
-10,049
-55% -$6.96M 0.15% 131
2025
Q4 		$10.6M Buy
18,419
+7,985
+77% +$4.44M 0.26% 66
2025
Q3 		$4.98M Sell
10,434
-2,275
-18% -$971K 0.14% 125
2025
Q2 		$4.93M Sell
12,709
-3,649
-22% -$1.22M 0.13% 129
2025
Q1 		$5.39M Sell
16,358
-15,420
-49% -$5.49M 0.16% 98
2024
Q4 		$11.5M Sell
31,778
-9,416
-23% -$3.65M 0.23% 66
2024
Q3 		$16.1M Buy
41,194
+6,629
+19% +$2.29M 0.43% 28
2024
Q2 		$11.5M Sell
34,565
-22,781
-40% -$7.9M 0.19% 74
2024
Q1 		$21M Sell
57,346
-26,179
-31% -$8.37M 0.51% 27
2023
Q4 		$24.7M Buy
83,525
+54,095
+184% +$14M 0.31% 53
2023
Q3 		$8.03M Sell
29,430
-11,457
-28% -$3.11M 0.25% 59
2023
Q2 		$10.1M Sell
40,887
-9,846
-19% -$2.2M 0.34% 29
2023
Q1 		$11.6M Buy
50,733
+28,418
+127% +$6.87M 0.37% 28
2022
Q4 		$5.35M Sell
22,315
-56,661
-72% -$12.3M 0.22% 58
2022
Q3 		$13M Sell
78,976
-18,447
-19% -$3.37M 0.21% 80
2022
Q2 		$17.4M Sell
97,423
-29,703
-23% -$6.26M 0.39% 38
2022
Q1 		$28.3M Buy
127,126
+64,359
+103% +$13.5M 0.27% 69
2021
Q4 		$13M Buy
62,767
+16,450
+36% +$3.31M 0.22% 72
2021
Q3 		$8.89M Sell
46,317
-25,929
-36% -$5.4M 0.23% 60
2021
Q2 		$15.7M Sell
72,246
-22,450
-24% -$5.18M 0.41% 33
2021
Q1 		$22M Buy
94,696
+76,034
+407% +$15.7M 0.37% 46
2020
Q4 		$3.4M Sell
18,662
-1,998
-10% -$339K 0.1% 123
2020
Q3 		$3.08M Buy
20,660
+4,222
+26% +$593K 0.03% 189
2020
Q2 		$2.08M Buy
16,438
+4,723
+40% +$560K 0.09% 219
2020
Q1 		$1.36M Buy
11,715
+11,701
+83,579% +$1.49M 0.08% 158
2019
Q4 		$2K Sell
14
-18,033
-100% -$2.52M ﹤0.01% 3024
2019
Q3 		$2.28M Sell
18,047
-5,494
-23% -$698K 0.16% 102
2019
Q2 		$3.21M Buy
23,541
+11,082
+89% +$1.46M 0.22% 60
2019
Q1 		$1.69M Buy
12,459
+10,705
+610% +$1.42M 0.1% 152
2018
Q4 		$223K Sell
1,754
-31,453
-95% -$4.09M 0.02% 652
2018
Q3 		$5.06M Buy
33,207
+197
+0.6% +$27.9K 0.37% 39
2018
Q2 		$4.48M Buy
33,010
+25,610
+346% +$3.83M 0.25% 73
2018
Q1 		$1.09M Sell
7,400
-6,793
-48% -$1.07M 0.09% 171
2017
Q4 		$2.24M Buy
14,193
+7,022
+98% +$974K 0.29% 61
2017
Q3 		$894K Sell
7,171
-453
-6% -$52.2K 0.07% 153
2017
Q2 		$819K Buy
7,624
+7,524
+7,524% +$764K 0.09% 160
2017
Q1 		$9K Sell
100
-23,314
-100% -$2.21M ﹤0.01% 1833
2016
Q4 		$2.17M Buy
23,414
+17,885
+323% +$1.62M 0.24% 95
2016
Q3 		$490K Buy
+5,529
New +$452K 0.05% 167
2016
Q2 		– Sell
-4,915
Closed -$377K – 4448
2016
Q1 		$377K Buy
4,915
+4,615
+1,538% +$310K 0.06% 218
2015
Q4 		$20K Buy
300
+134
+81% +$9.37K ﹤0.01% 1283
2015
Q3 		$11K Sell
166
-1,534
-90% -$117K ﹤0.01% 2214
2015
Q2 		$144K Buy
+1,700
New +$146K 0.01% 563
2014
Q4 		– Sell
-792
Closed -$78K – 4056
2014
Q3 		$78K Sell
792
-582
-42% -$61.7K 0.01% 1160
2014
Q2 		$149K Sell
1,374
-18,356
-93% -$1.93M 0.02% 713
2014
Q1 		$1.96M Sell
19,730
-5,046
-20% -$476K 0.25% 76
2013
Q4 		$2.25M Buy
24,776
+23,426
+1,735% +$2M 0.38% 43
2013
Q3 		$113K Sell
1,350
-1,251
-48% -$106K 0.01% 1182
2013
Q2 		$215K Buy
+2,601
New +$221K 0.02% 249

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 Research Capital (TRC)'s CAT Position: Q1 2026 in Review

Tower Research Capital (TRC) reduced its Caterpillar (CAT) stake by 55% in Q1 2026, selling an estimated $6.96M and leaving 8,370 shares worth $5.93M. The position accounts for 0.15% of the portfolio, ranked #131.

Tower Research Capital (TRC) first reported a position in CAT in Q2 2013 and has held it in 49 quarters since. The position peaked at $28.3M in Q1 2022. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Tower Research Capital (TRC) held 8,370 shares of Caterpillar worth $5.93M as of Q1 2026.
  • Tower Research Capital (TRC) sold 10,049 Caterpillar shares in Q1 2026, an estimated $6.96M.
  • Caterpillar made up 0.15% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #131 holding.
  • Tower Research Capital (TRC) first reported a position in Caterpillar in Q2 2013 and has held it in 49 quarters since.
  • Tower Research Capital (TRC)'s Caterpillar position peaked at $28.3M in Q1 2022.
  • 3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.