TP
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Tranquility Partners’s Caterpillar CAT Stock Holding History

Tranquility 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 		$336K Buy
474
+117
+33% +$81K 0.13% 166
2025
Q4 		$205K Buy
+357
New +$198K 0.07% 225

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

Tranquility Partners's CAT Position: Q1 2026 in Review

Tranquility Partners increased its Caterpillar (CAT) stake by 33% in Q1 2026, buying an estimated $81K and bringing the position to 474 shares worth $336K. The position accounts for 0.13% of the portfolio, ranked #166.

Tranquility Partners first reported a position in CAT in Q4 2025 and has held it in 2 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Tranquility Partners held 474 shares of Caterpillar worth $336K as of Q1 2026.
  • Tranquility Partners bought 117 Caterpillar shares in Q1 2026, an estimated $81K.
  • Caterpillar made up 0.13% of Tranquility Partners's portfolio in Q1 2026, its #166 holding.
  • Tranquility Partners first reported a position in Caterpillar in Q4 2025 and has held it in 2 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Tranquility Partners's 13F filing for Q1 2026, filed 20 Apr 2026.