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Tower Wealth Partners’s Caterpillar CAT Stock Holding History

Tower Wealth 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
Q2 		$700K Sell
657
-2
-0.3% -$1.76K 0.35% 34
2026
Q1 		$467K Sell
659
-181
-22% -$125K 0.26% 50
2025
Q4 		$481K Sell
840
-250
-23% -$139K 0.26% 46
2025
Q3 		$520K Sell
1,090
-113
-9% -$48.2K 0.29% 39
2025
Q2 		$467K Buy
1,203
+84
+8% +$28K 0.28% 38
2025
Q1 		$369K Hold
1,119
– – 0.2% 50
2024
Q4 		$406K Buy
1,119
+22
+2% +$8.53K 0.21% 45
2024
Q3 		$429K Sell
1,097
-57
-5% -$19.7K 0.25% 40
2024
Q2 		$384K Buy
1,154
+111
+11% +$38.5K 0.24% 40
2024
Q1 		$382K Buy
1,043
+121
+13% +$38.7K 0.25% 42
2023
Q4 		$273K Buy
+922
New +$239K 0.19% 47
2022
Q1 		– Sell
-975
Closed -$202K – 50
2021
Q4 		$202K Buy
+975
New +$196K 0.2% 49
2021
Q1 		– Sell
-1,345
Closed -$245K – 50
2020
Q4 		$245K Buy
+1,345
New +$228K 0.28% 36

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 Wealth Partners's CAT Position: Q2 2026 in Review

Tower Wealth Partners reduced its Caterpillar (CAT) stake by 0.3% in Q2 2026, selling an estimated $1.76K and leaving 657 shares worth $700K. The position accounts for 0.35% of the portfolio, ranked #34.

Tower Wealth Partners first reported a position in CAT in Q4 2020 and has held it in 13 quarters since. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Tower Wealth Partners held 657 shares of Caterpillar worth $700K as of Q2 2026.
  • Tower Wealth Partners sold 2 Caterpillar shares in Q2 2026, an estimated $1.76K.
  • Caterpillar made up 0.35% of Tower Wealth Partners's portfolio in Q2 2026, its #34 holding.
  • Tower Wealth Partners first reported a position in Caterpillar in Q4 2020 and has held it in 13 quarters since.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Tower Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.