tru Independence’s Caterpillar CAT Stock Holding History

tru Independence’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	$361K	Sell	339 -84	-20%	-$73.8K	0.16%	76
2026 Q1	$300K	Hold	423	–	–	0.15%	78
2025 Q4	$243K	Hold	423	–	–	0.06%	120
2025 Q3	$202K	Buy	+423	New	+$181K	0.05%	125
2021 Q3	–	Sell	-303	Closed	-$66K	–	210
2021 Q2	$66K	Buy	+303	New	+$70K	0.02%	170
2021 Q1	–	Sell	-666	Closed	-$120	–	347
2020 Q4	$120	Buy	666 +191	+40%	+$32.4K	﹤0.01%	447
2020 Q3	$71K	Sell	475 -2,424	-84%	-$341K	0.02%	195
2020 Q2	$366K	Sell	2,899 -483	-14%	-$57.3K	0.05%	197
2020 Q1	$393K	Hold	3,382	–	–	0.06%	163
2019 Q4	$393K	Buy	+3,382	New	+$472K	0.06%	188

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

tru Independence's CAT Position: Q2 2026 in Review

tru Independence reduced its Caterpillar (CAT) stake by 20% in Q2 2026, selling an estimated $73.8K and leaving 339 shares worth $361K. The position accounts for 0.16% of the portfolio, ranked #76.

tru Independence first reported a position in CAT in Q4 2019 and has held it in 10 quarters since. The position peaked at $393K in Q1 2020. 4,047 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

tru Independence held 339 shares of Caterpillar worth $361K as of Q2 2026.
tru Independence sold 84 Caterpillar shares in Q2 2026, an estimated $73.8K.
Caterpillar made up 0.16% of tru Independence's portfolio in Q2 2026, its #76 holding.
tru Independence first reported a position in Caterpillar in Q4 2019 and has held it in 10 quarters since.
tru Independence's Caterpillar position peaked at $393K in Q1 2020.
4,047 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on tru Independence's 13F filing for Q2 2026, filed 10 Aug 2026.