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BBR Partners’s Caterpillar CAT Stock Holding History

BBR Partners’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 		$3.89M Sell
3,652
-4
-0.1% -$3.51K 0.18% 57
2026
Q1 		$2.59M Sell
3,656
-480
-12% -$332K 0.14% 63
2025
Q4 		$2.37M Sell
4,136
-40
-1% -$22.2K 0.13% 72
2025
Q3 		$1.99M Buy
4,176
+40
+1% +$17.1K 0.11% 75
2025
Q2 		$1.61M Sell
4,136
-11
-0.3% -$3.67K 0.1% 80
2025
Q1 		$1.37M Sell
4,147
-15
-0.4% -$5.34K 0.1% 78
2024
Q4 		$1.51M Buy
4,162
+30
+0.7% +$11.6K 0.11% 73
2024
Q3 		$1.62M Sell
4,132
-57
-1% -$19.7K 0.12% 60
2024
Q2 		$1.4M Buy
4,189
+57
+1% +$19.8K 0.11% 63
2024
Q1 		$1.51M Buy
+4,132
New +$1.32M 0.12% 73
2022
Q3 		– Sell
-1,464
Closed -$262K – 187
2022
Q2 		$262K Hold
1,464
– – 0.03% 178
2022
Q1 		$326K Hold
1,464
– – 0.03% 172
2021
Q4 		$303K Sell
1,464
-93
-6% -$18.7K 0.04% 158
2021
Q3 		$299K Sell
1,557
-340
-18% -$70.8K 0.02% 170
2021
Q2 		$413K Sell
1,897
-473
-20% -$109K 0.03% 132
2021
Q1 		$550K Buy
2,370
+389
+20% +$80.5K 0.05% 118
2020
Q4 		$361K Buy
1,981
+15
+0.8% +$2.54K 0.03% 129
2020
Q3 		$293K Buy
+1,966
New +$276K 0.03% 142
2020
Q1 		– Sell
-2,090
Closed -$309K – 167
2019
Q4 		$309K Buy
+2,090
New +$292K 0.03% 145

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

BBR Partners's CAT Position: Q2 2026 in Review

BBR Partners reduced its Caterpillar (CAT) stake by 0.11% in Q2 2026, selling an estimated $3.51K and leaving 3,652 shares worth $3.89M. The position accounts for 0.18% of the portfolio, ranked #57.

BBR Partners first reported a position in CAT in Q4 2019 and has held it in 19 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • BBR Partners held 3,652 shares of Caterpillar worth $3.89M as of Q2 2026.
  • BBR Partners sold 4 Caterpillar shares in Q2 2026, an estimated $3.51K.
  • Caterpillar made up 0.18% of BBR Partners's portfolio in Q2 2026, its #57 holding.
  • BBR Partners first reported a position in Caterpillar in Q4 2019 and has held it in 19 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on BBR Partners's 13F filing for Q2 2026, filed 11 Aug 2026.