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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Tucker Asset Management's CAT Position: Q4 2025 in Review

Tucker Asset Management opened a new position in Caterpillar (CAT) in Q4 2025: 74 shares worth $42.4K. The stake represents 0.01% of the portfolio and ranks #321 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in CAT as recently as Q4 2024.

Tucker Asset Management first reported a position in CAT in Q4 2021 and has held it in 12 quarters since. The position peaked at $48.1K in Q3 2024. 3,529 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

Tucker Asset Management held 74 shares of Caterpillar worth $42.4K as of Q4 2025.
Caterpillar was a new Tucker Asset Management position in Q4 2025.
Caterpillar made up 0.01% of Tucker Asset Management's portfolio in Q4 2025, its #321 holding.
Tucker Asset Management first reported a position in Caterpillar in Q4 2021 and has held it in 12 quarters since.
Tucker Asset Management's Caterpillar position peaked at $48.1K in Q3 2024.
3,529 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.