BFP
CAT icon

Birchwood Financial Partners’s Caterpillar CAT Stock Holding History

Birchwood Financial 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 		$112K Hold
105
– – 0.09% 118
2026
Q1 		$74.4K Hold
105
– – 0.07% 133
2025
Q4 		$60.2K Buy
+105
New +$58.4K 0.06% 145

Other funds holding CAT

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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

Birchwood Financial Partners's CAT Position: Q2 2026 in Review

Birchwood Financial Partners held its Caterpillar (CAT) position steady in Q2 2026 at 105 shares worth $112K. The position accounts for 0.09% of the portfolio, ranked #118.

Birchwood Financial Partners first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,033 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Birchwood Financial Partners held 105 shares of Caterpillar worth $112K as of Q2 2026.
  • Birchwood Financial Partners left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.09% of Birchwood Financial Partners's portfolio in Q2 2026, its #118 holding.
  • Birchwood Financial Partners first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 4,033 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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