BKA
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Brick & Kyle Associates’s Caterpillar CAT Stock Holding History

Brick & Kyle 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 		$349K Hold
493
– – 0.12% 75
2026
Q1 		$349K Buy
+493
New +$341K 0.12% 75
2017
Q2 		– Sell
-100
Closed -$9K – 127
2017
Q1 		$9K Hold
100
– – 0.01% 348
2016
Q4 		$9K Hold
100
– – 0.01% 349
2016
Q3 		$9K Hold
100
– – 0.01% 352
2016
Q2 		$8K Hold
100
– – 0.01% 361
2016
Q1 		$8K Hold
100
– – 0.01% 356
2015
Q4 		$7K Hold
100
– – 0.01% 356
2015
Q3 		$7K Hold
100
– – 0.01% 369
2015
Q2 		$8K Hold
100
– – 0.01% 386
2015
Q1 		$8K Sell
100
-200
-67% -$16.6K 0.01% 384
2014
Q4 		$27K Buy
+300
New +$29.2K 0.02% 227

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

Brick & Kyle Associates's CAT Position: Q2 2026 in Review

Brick & Kyle Associates held its Caterpillar (CAT) position steady in Q2 2026 at 493 shares worth $349K. The position accounts for 0.12% of the portfolio, ranked #75.

Brick & Kyle Associates first reported a position in CAT in Q4 2014 and has held it in 12 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Brick & Kyle Associates held 493 shares of Caterpillar worth $349K as of Q2 2026.
  • Brick & Kyle Associates left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.12% of Brick & Kyle Associates's portfolio in Q2 2026, its #75 holding.
  • Brick & Kyle Associates first reported a position in Caterpillar in Q4 2014 and has held it in 12 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Brick & Kyle Associates's 13F filing for Q2 2026, filed 6 Aug 2026.