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
Q2 		$561K Buy
527
+3
+0.6% +$2.63K 0.14% 123
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 $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

BridgePort Financial Solutions's CAT Position: Q2 2026 in Review

BridgePort Financial Solutions increased its Caterpillar (CAT) stake by 0.57% in Q2 2026, buying an estimated $2.63K and bringing the position to 527 shares worth $561K. The position accounts for 0.14% of the portfolio, ranked #123.

BridgePort Financial Solutions first reported a position in CAT in Q3 2025 and has held it in 4 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • BridgePort Financial Solutions held 527 shares of Caterpillar worth $561K as of Q2 2026.
  • BridgePort Financial Solutions bought 3 Caterpillar shares in Q2 2026, an estimated $2.63K.
  • Caterpillar made up 0.14% of BridgePort Financial Solutions's portfolio in Q2 2026, its #123 holding.
  • BridgePort Financial Solutions first reported a position in Caterpillar in Q3 2025 and has held it in 4 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.