Bravera Wealth’s Caterpillar CAT Stock Holding History

Bravera 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	$1.55M	Sell	1,453 -23	-2%	-$20.2K	0.59%	35
2026 Q1	$1.05M	Hold	1,476	–	–	0.47%	39
2025 Q4	$846K	Buy	+1,476	New	+$820K	0.42%	39

Other funds holding CAT

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Bravera Wealth's CAT Position: Q2 2026 in Review

Bravera Wealth reduced its Caterpillar (CAT) stake by 1.6% in Q2 2026, selling an estimated $20.2K and leaving 1,453 shares worth $1.55M. The position accounts for 0.59% of the portfolio, ranked #35.

Bravera Wealth first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Bravera Wealth held 1,453 shares of Caterpillar worth $1.55M as of Q2 2026.
Bravera Wealth sold 23 Caterpillar shares in Q2 2026, an estimated $20.2K.
Caterpillar made up 0.59% of Bravera Wealth's portfolio in Q2 2026, its #35 holding.
Bravera Wealth first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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