BBA
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Braun-Bostich & Associates’s Caterpillar CAT Stock Holding History

Braun-Bostich & Associates’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 		$1.03M Sell
971
-207
-18% -$182K 0.58% 43
2026
Q1 		$835K Sell
1,178
-32
-3% -$22.2K 0.52% 46
2025
Q4 		$693K Sell
1,210
-44
-4% -$24.5K 0.43% 51
2025
Q3 		$598K Sell
1,254
-71
-5% -$30.3K 0.38% 53
2025
Q2 		$514K Buy
1,325
+62
+5% +$20.7K 0.35% 57
2025
Q1 		$417K Buy
1,263
+21
+2% +$7.48K 0.31% 68
2024
Q4 		$451K Buy
1,242
+8
+0.6% +$3.1K 0.32% 59
2024
Q3 		$483K Buy
1,234
+71
+6% +$24.5K 0.34% 56
2024
Q2 		$387K Sell
1,163
-138
-11% -$47.9K 0.29% 64
2024
Q1 		$477K Sell
1,301
-255
-16% -$81.5K 0.4% 65
2023
Q4 		$460K Buy
+1,556
New +$404K 0.42% 61
2023
Q3 		– Sell
-1,498
Closed -$369K – 61
2023
Q2 		$369K Buy
1,498
+259
+21% +$57.7K 0.79% 48
2023
Q1 		$284K Buy
1,239
+281
+29% +$67.9K 0.67% 51
2022
Q4 		$229K Buy
+958
New +$209K 0.66% 53
2020
Q4 		– Sell
-756
Closed -$113K – 83
2020
Q3 		$113K Sell
756
-711
-48% -$99.9K 0.11% 116
2020
Q2 		$186K Hold
1,467
– – 0.18% 78
2020
Q1 		$163K Sell
1,467
-93
-6% -$11.9K 0.21% 83
2019
Q4 		$235K Sell
1,560
-823
-35% -$115K 0.23% 71
2019
Q3 		$301K Sell
2,383
-133
-5% -$16.9K 0.35% 66
2019
Q2 		$343K Sell
2,516
-1,096
-30% -$145K 0.36% 53
2019
Q1 		$489K Sell
3,612
-549
-13% -$72.9K 0.51% 52
2018
Q4 		$529K Buy
4,161
+3,842
+1,204% +$500K 0.56% 62
2018
Q3 		$49K Buy
+319
New +$45.1K 0.05% 178

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

Braun-Bostich & Associates's CAT Position: Q2 2026 in Review

Braun-Bostich & Associates reduced its Caterpillar (CAT) stake by 18% in Q2 2026, selling an estimated $182K and leaving 971 shares worth $1.03M. The position accounts for 0.58% of the portfolio, ranked #43.

Braun-Bostich & Associates first reported a position in CAT in Q3 2018 and has held it in 23 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Braun-Bostich & Associates held 971 shares of Caterpillar worth $1.03M as of Q2 2026.
  • Braun-Bostich & Associates sold 207 Caterpillar shares in Q2 2026, an estimated $182K.
  • Caterpillar made up 0.58% of Braun-Bostich & Associates's portfolio in Q2 2026, its #43 holding.
  • Braun-Bostich & Associates first reported a position in Caterpillar in Q3 2018 and has held it in 23 quarters since.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.