TPF
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Tribridge Partners Financial’s Caterpillar CAT Stock Holding History

Tribridge Partners Financial’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 		$250K Hold
286
– – 0.1% 68
2026
Q1 		$205K Buy
+286
New +$198K 0.08% 80

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Vanguard Capital Management
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State Farm Mutual Automobile Insurance
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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

Tribridge Partners Financial's CAT Position: Q2 2026 in Review

Tribridge Partners Financial held its Caterpillar (CAT) position steady in Q2 2026 at 286 shares worth $250K. The position accounts for 0.1% of the portfolio, ranked #68.

Tribridge Partners Financial first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Tribridge Partners Financial held 286 shares of Caterpillar worth $250K as of Q2 2026.
  • Tribridge Partners Financial left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.1% of Tribridge Partners Financial's portfolio in Q2 2026, its #68 holding.
  • Tribridge Partners Financial first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Tribridge Partners Financial's 13F filing for Q2 2026, filed 4 Aug 2026.