BP
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BBR Partners's CAT Position: Q1 2026 in Review

BBR Partners reduced its Caterpillar (CAT) stake by 12% in Q1 2026, selling an estimated $332K and leaving 3,656 shares worth $2.59M. The position accounts for 0.14% of the portfolio, ranked #63.

BBR Partners first reported a position in CAT in Q4 2019 and has held it in 18 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • BBR Partners held 3,656 shares of Caterpillar worth $2.59M as of Q1 2026.
  • BBR Partners sold 480 Caterpillar shares in Q1 2026, an estimated $332K.
  • Caterpillar made up 0.14% of BBR Partners's portfolio in Q1 2026, its #63 holding.
  • BBR Partners first reported a position in Caterpillar in Q4 2019 and has held it in 18 quarters since.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on BBR Partners's 13F filing for Q1 2026, filed 12 May 2026.