BFS
CAT icon

BridgePort Financial Solutions’s Caterpillar CAT Stock Holding History

BridgePort Financial Solutions’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 		$371K Buy
524
+5
+1% +$3.46K 0.11% 153
2025
Q4 		$297K Hold
519
– – 0.08% 186
2025
Q3 		$248K Buy
+519
New +$222K 0.07% 202

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

BridgePort Financial Solutions's CAT Position: Q1 2026 in Review

BridgePort Financial Solutions increased its Caterpillar (CAT) stake by 0.96% in Q1 2026, buying an estimated $3.46K and bringing the position to 524 shares worth $371K. The position accounts for 0.11% of the portfolio, ranked #153.

BridgePort Financial Solutions first reported a position in CAT in Q3 2025 and has held it in 3 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • BridgePort Financial Solutions held 524 shares of Caterpillar worth $371K as of Q1 2026.
  • BridgePort Financial Solutions bought 5 Caterpillar shares in Q1 2026, an estimated $3.46K.
  • Caterpillar made up 0.11% of BridgePort Financial Solutions's portfolio in Q1 2026, its #153 holding.
  • BridgePort Financial Solutions first reported a position in Caterpillar in Q3 2025 and has held it in 3 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.