BCP
CAT icon

Berkeley Capital Partners’s Caterpillar CAT Stock Holding History

Berkeley Capital 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 		$946K Buy
888
+87
+11% +$76.4K 0.19% 100
2026
Q1 		$567K Buy
801
+91
+13% +$63K 0.13% 124
2025
Q4 		$407K Buy
710
+169
+31% +$93.9K 0.1% 143
2025
Q3 		$258K Buy
+541
New +$231K 0.06% 158
2020
Q3 		– Sell
-1,896
Closed -$240K – 105
2020
Q2 		$240K Sell
1,896
-2,225
-54% -$264K 0.15% 96
2020
Q1 		$478K Buy
+4,121
New +$526K 0.32% 66

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

Berkeley Capital Partners's CAT Position: Q2 2026 in Review

Berkeley Capital Partners increased its Caterpillar (CAT) stake by 11% in Q2 2026, buying an estimated $76.4K and bringing the position to 888 shares worth $946K. The position accounts for 0.19% of the portfolio, ranked #100.

Berkeley Capital Partners first reported a position in CAT in Q1 2020 and has held it in 6 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Berkeley Capital Partners held 888 shares of Caterpillar worth $946K as of Q2 2026.
  • Berkeley Capital Partners bought 87 Caterpillar shares in Q2 2026, an estimated $76.4K.
  • Caterpillar made up 0.19% of Berkeley Capital Partners's portfolio in Q2 2026, its #100 holding.
  • Berkeley Capital Partners first reported a position in Caterpillar in Q1 2020 and has held it in 6 quarters since.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Berkeley Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.