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Brady Family Wealth’s Caterpillar CAT Stock Holding History

Brady Family Wealth’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 		$6.37M Sell
5,978
-91
-1% -$79.9K 1.84% 19
2026
Q1 		$4.3M Buy
6,069
+256
+4% +$177K 1.34% 30
2025
Q4 		$3.33M Sell
5,813
-118
-2% -$65.6K 1.03% 38
2025
Q3 		$2.83M Buy
5,931
+607
+11% +$259K 0.88% 39
2025
Q2 		$2.07M Buy
5,324
+4,635
+673% +$1.54M 0.64% 44
2025
Q1 		$227K Buy
689
+1
+0.1% +$356 0.07% 109
2024
Q4 		$250K Hold
688
– – 0.08% 104
2024
Q3 		$269K Sell
688
-61
-8% -$21.1K 0.08% 104
2024
Q2 		$249K Sell
749
-45
-6% -$15.6K 0.08% 104
2024
Q1 		$291K Hold
794
– – 0.09% 103
2023
Q4 		$235K Sell
794
-135
-15% -$35K 0.08% 108
2023
Q3 		$254K Hold
929
– – 0.1% 105
2023
Q2 		$229K Hold
929
– – 0.09% 109
2023
Q1 		$213K Hold
929
– – 0.08% 112
2022
Q4 		$223K Buy
+929
New +$202K 0.09% 112

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

Brady Family Wealth's CAT Position: Q2 2026 in Review

Brady Family Wealth reduced its Caterpillar (CAT) stake by 1.5% in Q2 2026, selling an estimated $79.9K and leaving 5,978 shares worth $6.37M. The position accounts for 1.84% of the portfolio, ranked #19.

Brady Family Wealth first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Brady Family Wealth held 5,978 shares of Caterpillar worth $6.37M as of Q2 2026.
  • Brady Family Wealth sold 91 Caterpillar shares in Q2 2026, an estimated $79.9K.
  • Caterpillar made up 1.84% of Brady Family Wealth's portfolio in Q2 2026, its #19 holding.
  • Brady Family Wealth first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.