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Tower View Wealth Management’s Caterpillar CAT Stock Holding History

Tower View 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 		$318K Hold
299
– – 0.14% 61
2026
Q1 		$212K Buy
299
+34
+13% +$23.5K 0.11% 62
2025
Q4 		$152K Hold
265
– – 0.08% 64
2025
Q3 		$126K Hold
265
– – 0.07% 65
2025
Q2 		$103K Buy
+265
New +$88.3K 0.05% 81
2025
Q1 		– Sell
-14,991
Closed -$5.44M – 190
2024
Q4 		$5.44M Buy
14,991
+130
+0.9% +$50.4K 2.87% 11
2024
Q3 		$5.81M Sell
14,861
-155
-1% -$53.5K 3.18% 8
2024
Q2 		$5M Buy
15,016
+110
+0.7% +$38.1K 2.87% 11
2024
Q1 		$5.46M Sell
14,906
-45
-0.3% -$14.4K 3.2% 7
2023
Q4 		$4.42M Buy
14,951
+817
+6% +$212K 2.74% 14
2023
Q3 		$3.86M Sell
14,134
-11
-0.1% -$2.98K 2.71% 13
2023
Q2 		$3.48M Sell
14,145
-749
-5% -$167K 2.36% 22
2023
Q1 		$3.41M Buy
14,894
+55
+0.4% +$13.3K 2.29% 19
2022
Q4 		$3.56M Sell
14,839
-145
-1% -$31.6K 2.47% 15
2022
Q3 		$2.46M Buy
14,984
+233
+2% +$42.6K 1.87% 25
2022
Q2 		$2.64M Buy
+14,751
New +$3.11M 1.94% 25
2018
Q4 		– Sell
-200
Closed -$30K – 142
2018
Q3 		$30K Hold
200
– – 0.03% 106
2018
Q2 		$27K Hold
200
– – 0.03% 105
2018
Q1 		$29K Hold
200
– – 0.03% 100
2017
Q4 		$32K Buy
+200
New +$27.7K 0.03% 104

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

Tower View Wealth Management's CAT Position: Q2 2026 in Review

Tower View Wealth Management held its Caterpillar (CAT) position steady in Q2 2026 at 299 shares worth $318K. The position accounts for 0.14% of the portfolio, ranked #61.

Tower View Wealth Management first reported a position in CAT in Q4 2017 and has held it in 20 quarters since. The position peaked at $5.81M in Q3 2024. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Tower View Wealth Management held 299 shares of Caterpillar worth $318K as of Q2 2026.
  • Tower View Wealth Management left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.14% of Tower View Wealth Management's portfolio in Q2 2026, its #61 holding.
  • Tower View Wealth Management first reported a position in Caterpillar in Q4 2017 and has held it in 20 quarters since.
  • Tower View Wealth Management's Caterpillar position peaked at $5.81M in Q3 2024.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.