TCA
CAT icon

Trifecta Capital Advisors’s Caterpillar CAT Stock Holding History

Trifecta Capital Advisors’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 		$17.9M Sell
25,236
-210
-0.8% -$145K 2.77% 11
2025
Q4 		$14.6M Buy
25,446
+434
+2% +$241K 2.16% 15
2025
Q3 		$11.9M Buy
25,012
+1,220
+5% +$521K 1.81% 18
2025
Q2 		$9.24M Buy
23,792
+2,145
+10% +$715K 1.54% 22
2025
Q1 		$7.14M Buy
21,647
+314
+1% +$112K 1.5% 18
2024
Q4 		$7.74M Buy
21,333
+315
+1% +$122K 1.53% 20
2024
Q3 		$8.22M Buy
21,018
+684
+3% +$236K 1.72% 15
2024
Q2 		$6.77M Buy
20,334
+1,348
+7% +$467K 1.5% 15
2024
Q1 		$6.96M Buy
18,986
+1,229
+7% +$393K 1.69% 15
2023
Q4 		$5.25M Buy
17,757
+898
+5% +$233K 1.45% 19
2023
Q3 		$4.6M Buy
16,859
+2,088
+14% +$566K 1.48% 18
2023
Q2 		$3.63M Buy
14,771
+1,120
+8% +$250K 1.17% 23
2023
Q1 		$3.12M Buy
13,651
+235
+2% +$56.8K 1.1% 25
2022
Q4 		$3.21M Buy
+13,416
New +$2.92M 1.28% 21

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

Trifecta Capital Advisors's CAT Position: Q1 2026 in Review

Trifecta Capital Advisors reduced its Caterpillar (CAT) stake by 0.83% in Q1 2026, selling an estimated $145K and leaving 25,236 shares worth $17.9M. The position accounts for 2.77% of the portfolio, ranked #11.

Trifecta Capital Advisors first reported a position in CAT in Q4 2022 and has held it in 14 quarters since. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Trifecta Capital Advisors held 25,236 shares of Caterpillar worth $17.9M as of Q1 2026.
  • Trifecta Capital Advisors sold 210 Caterpillar shares in Q1 2026, an estimated $145K.
  • Caterpillar made up 2.77% of Trifecta Capital Advisors's portfolio in Q1 2026, its #11 holding.
  • Trifecta Capital Advisors first reported a position in Caterpillar in Q4 2022 and has held it in 14 quarters since.
  • 3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.