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 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	$366	Sell	2,899 -483	-14%	-$57.3K	0.05%	197
2020 Q1	$393	Hold	3,382	–	–	0.06%	163
2019 Q4	$393K	Buy	+3,382	New	+$472K	0.06%	188

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

tru Independence's CAT Position: Q1 2026 in Review

tru Independence held its Caterpillar (CAT) position steady in Q1 2026 at 423 shares worth $300K. The position accounts for 0.15% of the portfolio, ranked #78.

tru Independence first reported a position in CAT in Q4 2019 and has held it in 9 quarters since. The position peaked at $393K in Q4 2019. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

tru Independence held 423 shares of Caterpillar worth $300K as of Q1 2026.
tru Independence left its Caterpillar share count unchanged in Q1 2026.
Caterpillar made up 0.15% of tru Independence's portfolio in Q1 2026, its #78 holding.
tru Independence first reported a position in Caterpillar in Q4 2019 and has held it in 9 quarters since.
tru Independence's Caterpillar position peaked at $393K in Q4 2019.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on tru Independence's 13F filing for Q1 2026, filed 22 Apr 2026.