BAMG
CAT icon

Brand Asset Management Group’s Caterpillar CAT Stock Holding History

Brand Asset Management Group’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
Q1 		$332K Buy
468
+26
+6% +$18K 0.09% 132
2025
Q4 		$253K Buy
442
+8
+2% +$4.45K 0.07% 146
2025
Q3 		$207K Buy
+434
New +$185K 0.06% 160
2024
Q4 		– Sell
-536
Closed -$210K – 90
2024
Q3 		$210K Buy
+536
New +$185K 0.08% 87
2021
Q2 		– Sell
-110
Closed -$26K – 96
2021
Q1 		$26K Buy
+110
New +$22.8K 0.01% 181
2019
Q2 		– Sell
-70
Closed -$9K – 320
2019
Q1 		$9K Hold
70
– – 0.01% 219
2018
Q4 		$9K Hold
70
– – 0.01% 180
2018
Q3 		$11K Hold
70
– – 0.01% 204
2018
Q2 		$9K Buy
+70
New +$10.5K 0.01% 207

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VCM
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State Farm Mutual Automobile Insurance
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VPM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return