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Berkshire Asset Management’s Caterpillar CAT Stock Holding History

Berkshire 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 		$4.17M Sell
3,912
-20
-0.5% -$17.6K 0.16% 75
2026
Q1 		$2.79M Buy
3,932
+20
+0.5% +$13.9K 0.12% 84
2025
Q4 		$2.24M Sell
3,912
-3
-0.1% -$1.67K 0.1% 97
2025
Q3 		$1.87M Hold
3,915
– – 0.08% 119
2025
Q2 		$1.52M Hold
3,915
– – 0.07% 123
2025
Q1 		$1.27M Buy
3,915
+402
+11% +$143K 0.06% 131
2024
Q4 		$1.43M Sell
3,513
-50
-1% -$19.4K 0.07% 127
2024
Q3 		$1.19M Hold
3,563
– – 0.06% 126
2024
Q2 		$1.19M Buy
3,563
+655
+23% +$227K 0.06% 127
2024
Q1 		$1.07M Sell
2,908
-293
-9% -$93.6K 0.06% 122
2023
Q4 		$946K Buy
3,201
+63
+2% +$16.3K 0.05% 124
2023
Q3 		$857K Buy
3,138
+307
+11% +$83.3K 0.05% 124
2023
Q2 		$697K Sell
2,831
-138
-5% -$30.8K 0.04% 129
2023
Q1 		$679K Buy
+2,969
New +$718K 0.04% 128
2022
Q4 		– Sell
-3,083
Closed -$506K – 154
2022
Q3 		$506K Buy
3,083
+1,660
+117% +$303K 0.04% 133
2022
Q2 		$254K Buy
1,423
+165
+13% +$34.8K 0.02% 197
2022
Q1 		$280K Buy
1,258
+217
+21% +$45.5K 0.02% 181
2021
Q4 		$215K Buy
+1,041
New +$210K 0.01% 228
2021
Q3 		– Sell
-1,006
Closed -$219K – 242
2021
Q2 		$219K Sell
1,006
-1
-0.1% -$231 0.01% 221
2021
Q1 		$233K Sell
1,007
-316
-24% -$65.4K 0.02% 210
2020
Q4 		$241K Buy
+1,323
New +$224K 0.02% 199
2018
Q3 		– Sell
-2,097
Closed -$285K – 226
2018
Q2 		$285K Buy
2,097
+335
+19% +$50.1K 0.03% 176
2018
Q1 		$260K Buy
+1,762
New +$278K 0.03% 180

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

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

Berkshire Asset Management reduced its Caterpillar (CAT) stake by 0.51% in Q2 2026, selling an estimated $17.6K and leaving 3,912 shares worth $4.17M. The position accounts for 0.16% of the portfolio, ranked #75.

Berkshire Asset Management first reported a position in CAT in Q1 2018 and has held it in 23 quarters since. 4,050 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Berkshire Asset Management held 3,912 shares of Caterpillar worth $4.17M as of Q2 2026.
  • Berkshire Asset Management sold 20 Caterpillar shares in Q2 2026, an estimated $17.6K.
  • Caterpillar made up 0.16% of Berkshire Asset Management's portfolio in Q2 2026, its #75 holding.
  • Berkshire Asset Management first reported a position in Caterpillar in Q1 2018 and has held it in 23 quarters since.
  • 4,050 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Berkshire Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.