BMWS
CAT icon

Brady Martz Wealth Solutions’s Caterpillar CAT Stock Holding History

Brady Martz Wealth Solutions’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 		$1.67M Buy
1,570
+7
+0.4% +$6.15K 0.25% 82
2026
Q1 		$1.11M Buy
1,563
+444
+40% +$308K 0.19% 90
2025
Q4 		$641K Buy
1,119
+644
+136% +$358K 0.11% 114
2025
Q3 		$227K Buy
+475
New +$203K 0.04% 146
2025
Q2 		– Sell
-633
Closed -$209K – 148
2025
Q1 		$209K Hold
633
– – 0.05% 138
2024
Q4 		$235K Buy
+633
New +$245K 0.06% 137

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Brady Martz Wealth Solutions's CAT Position: Q2 2026 in Review

Brady Martz Wealth Solutions increased its Caterpillar (CAT) stake by 0.45% in Q2 2026, buying an estimated $6.15K and bringing the position to 1,570 shares worth $1.67M. The position accounts for 0.25% of the portfolio, ranked #82.

Brady Martz Wealth Solutions first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Brady Martz Wealth Solutions held 1,570 shares of Caterpillar worth $1.67M as of Q2 2026.
  • Brady Martz Wealth Solutions bought 7 Caterpillar shares in Q2 2026, an estimated $6.15K.
  • Caterpillar made up 0.25% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #82 holding.
  • Brady Martz Wealth Solutions first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.