Brendel Financial Advisors’s Caterpillar CAT Stock Holding History

Brendel Financial Advisors’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	$8.9M	Sell	8,356 -314	-4%	-$276K	4.12%	2
2026 Q1	$6.14M	Sell	8,670 -522	-6%	-$362K	3.04%	4
2025 Q4	$5.27M	Sell	9,192 -122	-1%	-$67.8K	2.59%	6
2025 Q3	$4.44M	Buy	9,314 +242	+3%	+$103K	2.28%	9
2025 Q2	$3.52M	Buy	+9,072	New	+$3.02M	1.97%	16
2025 Q1	–	Sell	-9,403	Closed	-$3.41M	–	96
2024 Q4	$3.41M	Sell	9,403 -491	-5%	-$190K	2.06%	18
2024 Q3	$3.87M	Buy	9,894 +450	+5%	+$155K	2.19%	13
2024 Q2	$3.15M	Buy	+9,444	New	+$3.27M	2%	19
2023 Q2	–	Sell	-13,641	Closed	-$3.12M	–	57
2023 Q1	$3.12M	Buy	+13,641	New	+$3.3M	2.31%	14

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

Brendel Financial Advisors's CAT Position: Q2 2026 in Review

Brendel Financial Advisors reduced its Caterpillar (CAT) stake by 3.6% in Q2 2026, selling an estimated $276K and leaving 8,356 shares worth $8.9M. The position accounts for 4.12% of the portfolio, ranked #2.

Brendel Financial Advisors first reported a position in CAT in Q1 2023 and has held it in 9 quarters since. 4,042 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Brendel Financial Advisors held 8,356 shares of Caterpillar worth $8.9M as of Q2 2026.
Brendel Financial Advisors sold 314 Caterpillar shares in Q2 2026, an estimated $276K.
Caterpillar made up 4.12% of Brendel Financial Advisors's portfolio in Q2 2026, its #2 holding.
Brendel Financial Advisors first reported a position in Caterpillar in Q1 2023 and has held it in 9 quarters since.
4,042 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Brendel Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.