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TownSquare Capital’s Caterpillar CAT Stock Holding History

TownSquare Capital’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 		$2.03M Buy
2,868
+78
+3% +$54K 0.46% 51
2025
Q4 		$1.6M Buy
2,790
+70
+3% +$38.9K 0.36% 59
2025
Q3 		$1.3M Sell
2,720
-1,190
-30% -$508K 0.2% 110
2025
Q2 		$1.52M Sell
3,910
-30,985
-89% -$10.3M 0.15% 130
2025
Q1 		$11.5M Buy
34,895
+628
+2% +$224K 0.12% 156
2024
Q4 		$12.4M Buy
34,267
+6,829
+25% +$2.65M 0.14% 129
2024
Q3 		$10.7M Buy
27,438
+1,338
+5% +$462K 0.13% 153
2024
Q2 		$8.69M Buy
26,100
+4,267
+20% +$1.48M 0.12% 162
2024
Q1 		$8M Buy
21,833
+3,301
+18% +$1.06M 0.12% 168
2023
Q4 		$5.48M Sell
18,532
-16,042
-46% -$4.16M 0.09% 208
2023
Q3 		$9.44M Buy
34,574
+430
+1% +$117K 0.17% 116
2023
Q2 		$8.4M Buy
34,144
+3,821
+13% +$852K 0.15% 134
2023
Q1 		$6.94M Buy
30,323
+6,803
+29% +$1.64M 0.15% 123
2022
Q4 		$5.63M Buy
23,520
+1,404
+6% +$306K 0.14% 139
2022
Q3 		$3.63M Buy
22,116
+1,407
+7% +$257K 0.1% 175
2022
Q2 		$3.7M Buy
20,709
+421
+2% +$88.7K 0.11% 179
2022
Q1 		$4.52M Buy
20,288
+7,688
+61% +$1.61M 0.12% 160
2021
Q4 		$2.6M Buy
12,600
+9,353
+288% +$1.88M 0.07% 244
2021
Q3 		$623K Buy
3,247
+5
+0.2% +$1.04K 0.02% 415
2021
Q2 		$692K Buy
3,242
+37
+1% +$8.54K 0.02% 372
2021
Q1 		$743K Buy
3,205
+50
+2% +$10.4K 0.03% 339
2020
Q4 		$574K Buy
3,155
+5
+0.2% +$848 0.03% 360
2020
Q3 		$477K Buy
3,150
+99
+3% +$13.9K 0.03% 314
2020
Q2 		$398K Sell
3,051
-42
-1% -$4.98K 0.03% 309
2020
Q1 		$343K Sell
3,093
-228
-7% -$29.1K 0.03% 316
2019
Q4 		$491K Sell
3,321
-396
-11% -$55.3K 0.04% 285
2019
Q3 		$546K Sell
3,717
-809
-18% -$103K 0.05% 291
2019
Q2 		$564K Buy
4,526
+1,138
+34% +$150K 0.05% 245
2019
Q1 		$459K Sell
3,388
-2
-0.1% -$266 0.04% 281
2018
Q4 		$447K Buy
+3,390
New +$441K 0.06% 222

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

TownSquare Capital's CAT Position: Q1 2026 in Review

TownSquare Capital increased its Caterpillar (CAT) stake by 2.8% in Q1 2026, buying an estimated $54K and bringing the position to 2,868 shares worth $2.03M. The position accounts for 0.46% of the portfolio, ranked #51.

TownSquare Capital first reported a position in CAT in Q4 2018 and has held it in 30 quarters since. The position peaked at $12.4M in Q4 2024. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • TownSquare Capital held 2,868 shares of Caterpillar worth $2.03M as of Q1 2026.
  • TownSquare Capital bought 78 Caterpillar shares in Q1 2026, an estimated $54K.
  • Caterpillar made up 0.46% of TownSquare Capital's portfolio in Q1 2026, its #51 holding.
  • TownSquare Capital first reported a position in Caterpillar in Q4 2018 and has held it in 30 quarters since.
  • TownSquare Capital's Caterpillar position peaked at $12.4M in Q4 2024.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on TownSquare Capital's 13F filing for Q1 2026, filed 13 May 2026.