Brandywine Oak Private Wealth’s Caterpillar CAT Stock Holding History

Brandywine Oak Private 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	$528K	Sell	496 -10	-2%	-$8.79K	0.04%	156
2026 Q1	$358K	Buy	506 +13	+3%	+$9K	0.03%	178
2025 Q4	$282K	Hold	493	–	–	0.02%	201
2025 Q3	$235K	Buy	+493	New	+$210K	0.02%	217
2025 Q1	–	Sell	-761	Closed	-$276K	–	227
2024 Q4	$276K	Buy	761 +1	+0.1%	+$388	0.03%	195
2024 Q3	$297K	Buy	760 +100	+15%	+$34.5K	0.03%	197
2024 Q2	$220K	Hold	660	–	–	0.02%	216
2024 Q1	$242K	Buy	+660	New	+$211K	0.03%	215
2021 Q4	–	Sell	-1,094	Closed	-$210K	–	349
2021 Q3	$210K	Hold	1,094	–	–	0.02%	325
2021 Q2	$238K	Buy	1,094 +144	+15%	+$33.3K	0.03%	298
2021 Q1	$220K	Buy	+950	New	+$197K	0.03%	261
2019 Q1	–	Sell	-300	Closed	-$38K	–	276
2018 Q4	$38K	Buy	+300	New	+$39K	0.01%	400

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Brandywine Oak Private Wealth's CAT Position: Q2 2026 in Review

Brandywine Oak Private Wealth reduced its Caterpillar (CAT) stake by 2% in Q2 2026, selling an estimated $8.79K and leaving 496 shares worth $528K. The position accounts for 0.04% of the portfolio, ranked #156.

Brandywine Oak Private Wealth first reported a position in CAT in Q4 2018 and has held it in 12 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Brandywine Oak Private Wealth held 496 shares of Caterpillar worth $528K as of Q2 2026.
Brandywine Oak Private Wealth sold 10 Caterpillar shares in Q2 2026, an estimated $8.79K.
Caterpillar made up 0.04% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #156 holding.
Brandywine Oak Private Wealth first reported a position in Caterpillar in Q4 2018 and has held it in 12 quarters since.
4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.