BFA
CAT icon

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
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
BlackRock New York $5.7T 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