Birchbrook’s Caterpillar CAT Stock Holding History

Birchbrook’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	$426K	Hold	400	–	–	0.2%	63
2026 Q1	$283K	Hold	400	–	–	0.14%	68
2025 Q4	$229K	Hold	400	–	–	0.11%	73
2025 Q3	$191K	Hold	400	–	–	0.1%	81
2025 Q2	$155K	Hold	400	–	–	0.08%	84
2025 Q1	$132K	Hold	400	–	–	0.07%	86
2024 Q4	$145K	Hold	400	–	–	0.08%	76
2024 Q3	$156K	Hold	400	–	–	0.09%	76
2024 Q2	$133K	Hold	400	–	–	0.08%	82
2024 Q1	$147K	Hold	400	–	–	0.09%	78
2023 Q4	$118K	Buy	+400	New	+$104K	0.08%	86

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Birchbrook's CAT Position: Q2 2026 in Review

Birchbrook held its Caterpillar (CAT) position steady in Q2 2026 at 400 shares worth $426K. The position accounts for 0.2% of the portfolio, ranked #63.

Birchbrook first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Birchbrook held 400 shares of Caterpillar worth $426K as of Q2 2026.
Birchbrook left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.2% of Birchbrook's portfolio in Q2 2026, its #63 holding.
Birchbrook first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.