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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tower Wealth Partners's CAT Position: Q1 2026 in Review

Tower Wealth Partners reduced its Caterpillar (CAT) stake by 22% in Q1 2026, selling an estimated $125K and leaving 659 shares worth $467K. The position accounts for 0.26% of the portfolio, ranked #50.

Tower Wealth Partners first reported a position in CAT in Q4 2020 and has held it in 12 quarters since. The position peaked at $520K in Q3 2025. 3,735 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Tower Wealth Partners held 659 shares of Caterpillar worth $467K as of Q1 2026.
Tower Wealth Partners sold 181 Caterpillar shares in Q1 2026, an estimated $125K.
Caterpillar made up 0.26% of Tower Wealth Partners's portfolio in Q1 2026, its #50 holding.
Tower Wealth Partners first reported a position in Caterpillar in Q4 2020 and has held it in 12 quarters since.
Tower Wealth Partners's Caterpillar position peaked at $520K in Q3 2025.
3,735 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Tower Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.