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 Q2	$505K	Hold	474	–	–	0.17%	137
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 New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Tranquility Partners's CAT Position: Q2 2026 in Review

Tranquility Partners held its Caterpillar (CAT) position steady in Q2 2026 at 474 shares worth $505K. The position accounts for 0.17% of the portfolio, ranked #137.

Tranquility Partners first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Tranquility Partners held 474 shares of Caterpillar worth $505K as of Q2 2026.
Tranquility Partners left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.17% of Tranquility Partners's portfolio in Q2 2026, its #137 holding.
Tranquility Partners first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Tranquility Partners's 13F filing for Q2 2026, filed 23 Jul 2026.