TPA
CAT icon

Trivium Point Advisory’s Caterpillar CAT Stock Holding History

Trivium Point Advisory’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 		$1.05M Sell
1,482
-1,738
-54% -$1.2M 0.19% 128
2025
Q4 		$1.84M Buy
3,220
+140
+5% +$77.8K 0.19% 125
2025
Q3 		$1.47M Buy
3,080
+1,154
+60% +$493K 0.15% 139
2025
Q2 		$748K Buy
1,926
+1,099
+133% +$366K 0.08% 210
2025
Q1 		$273K Buy
827
+124
+18% +$44.2K 0.03% 291
2024
Q4 		$255K Buy
+703
New +$273K 0.03% 305

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

Trivium Point Advisory's CAT Position: Q1 2026 in Review

Trivium Point Advisory reduced its Caterpillar (CAT) stake by 54% in Q1 2026, selling an estimated $1.2M and leaving 1,482 shares worth $1.05M. The position accounts for 0.19% of the portfolio, ranked #128.

Trivium Point Advisory first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.84M in Q4 2025. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Trivium Point Advisory held 1,482 shares of Caterpillar worth $1.05M as of Q1 2026.
  • Trivium Point Advisory sold 1,738 Caterpillar shares in Q1 2026, an estimated $1.2M.
  • Caterpillar made up 0.19% of Trivium Point Advisory's portfolio in Q1 2026, its #128 holding.
  • Trivium Point Advisory first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • Trivium Point Advisory's Caterpillar position peaked at $1.84M in Q4 2025.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Trivium Point Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.