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Bravias Capital Group’s Caterpillar CAT Stock Holding History

Bravias Capital 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 		– Sell
-406
Closed -$233K – 98
2025
Q4 		$233K Buy
+406
New +$226K 0.14% 100
2025
Q3 		– Sell
-710
Closed -$276K – 116
2025
Q2 		$276K Buy
+710
New +$237K 0.2% 76
2025
Q1 		– Sell
-684
Closed -$254K – 90
2024
Q4 		$254K Buy
+684
New +$265K 0.21% 80

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
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

Bravias Capital Group's CAT Position: Q1 2026 in Review

Bravias Capital Group sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 406 shares — an estimated $233K sold.

Bravias Capital Group first reported a position in CAT in Q4 2024 and held it in 3 quarters. The position peaked at $276K in Q2 2025. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Bravias Capital Group reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
  • Bravias Capital Group sold 406 Caterpillar shares in Q1 2026, an estimated $233K.
  • Bravias Capital Group first reported a position in Caterpillar in Q4 2024 and held it in 3 quarters.
  • Bravias Capital Group's Caterpillar position peaked at $276K in Q2 2025.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Bravias Capital Group's 13F filing for Q1 2026, filed 28 Apr 2026.