Tucker Asset Management’s Caterpillar CAT Stock Holding History

Tucker Asset Management’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	$443K	Buy	416 +19	+5%	+$16.7K	0.11%	90
2026 Q1	$281K	Buy	397 +323	+436%	+$224K	0.08%	92
2025 Q4	$42.4K	Buy	+74	New	+$41.1K	0.01%	321
2025 Q1	–	Sell	-123	Closed	-$44.6K	–	399
2024 Q4	$44.6K	Hold	123	–	–	﹤0.01%	386
2024 Q3	$48.1K	Buy	+123	New	+$42.5K	0.01%	343
2024 Q2	–	Sell	-5	Closed	-$1.83K	–	1686
2024 Q1	$1.83K	Hold	5	–	–	﹤0.01%	1331
2023 Q4	$1.48K	Sell	5 -12	-71%	-$3.11K	﹤0.01%	1187
2023 Q3	$4.64K	Buy	17 +5	+42%	+$1.36K	﹤0.01%	846
2023 Q2	$2.95K	Sell	12 -25	-68%	-$5.57K	﹤0.01%	780
2023 Q1	$8.47K	Buy	37 +12	+48%	+$2.9K	﹤0.01%	590
2022 Q4	$6K	Hold	25	–	–	﹤0.01%	418
2022 Q3	$5.41K	Buy	+25	New	+$4.57K	﹤0.01%	415
2022 Q2	–	Sell	-29	Closed	-$6.46K	–	647
2022 Q1	$6.46K	Hold	29	–	–	﹤0.01%	290
2021 Q4	$5.98K	Buy	+29	New	+$5.84K	﹤0.01%	290

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Tucker Asset Management's CAT Position: Q2 2026 in Review

Tucker Asset Management increased its Caterpillar (CAT) stake by 4.8% in Q2 2026, buying an estimated $16.7K and bringing the position to 416 shares worth $443K. The position accounts for 0.11% of the portfolio, ranked #90.

Tucker Asset Management first reported a position in CAT in Q4 2021 and has held it in 14 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Tucker Asset Management held 416 shares of Caterpillar worth $443K as of Q2 2026.
Tucker Asset Management bought 19 Caterpillar shares in Q2 2026, an estimated $16.7K.
Caterpillar made up 0.11% of Tucker Asset Management's portfolio in Q2 2026, its #90 holding.
Tucker Asset Management first reported a position in Caterpillar in Q4 2021 and has held it in 14 quarters since.
4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.