Bridges Investment Management’s Caterpillar CAT Stock Holding History

Bridges Investment Management’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	$6.42M	Buy	6,029 +78	+1%	+$68.5K	0.08%	102
2026 Q1	$4.22M	Buy	5,951 +100	+2%	+$69.3K	0.06%	119
2025 Q4	$3.35M	Sell	5,851 -179	-3%	-$99.5K	0.04%	128
2025 Q3	$2.88M	Buy	6,030 +452	+8%	+$193K	0.04%	143
2025 Q2	$2.17M	Sell	5,578 -37	-0.7%	-$12.3K	0.03%	167
2025 Q1	$1.85M	Sell	5,615 -155	-3%	-$55.2K	0.03%	169
2024 Q4	$2.09M	Sell	5,770 -111	-2%	-$43K	0.03%	147
2024 Q3	$2.3M	Buy	5,881 +176	+3%	+$60.8K	0.03%	142
2024 Q2	$1.9M	Buy	5,705 +3,170	+125%	+$1.1M	0.03%	146
2024 Q1	$929K	Sell	2,535 -2,000	-44%	-$639K	0.03%	142
2023 Q4	$1.34M	Buy	4,535 +2,000	+79%	+$519K	0.04%	122
2023 Q3	$692K	Sell	2,535 -15	-0.6%	-$4.07K	0.02%	149
2023 Q2	$627K	Sell	2,550 -3,000	-54%	-$669K	0.02%	162
2023 Q1	$1.27M	Hold	5,550	–	–	0.05%	129
2022 Q4	$1.33M	Sell	5,550 -500	-8%	-$109K	0.05%	130
2022 Q3	$992K	Buy	6,050 +2,000	+49%	+$365K	0.04%	142
2022 Q2	$724K	Hold	4,050	–	–	0.03%	158
2022 Q1	$902K	Hold	4,050	–	–	0.03%	155
2021 Q4	$837K	Hold	4,050	–	–	0.02%	159
2021 Q3	$778K	Sell	4,050 -40	-1%	-$8.33K	0.02%	155
2021 Q2	$890K	Sell	4,090 -10	-0.2%	-$2.31K	0.03%	151
2021 Q1	$950K	Hold	4,100	–	–	0.03%	146
2020 Q4	$746K	Sell	4,100 -1,176	-22%	-$199K	0.02%	150
2020 Q3	$786K	Hold	5,276	–	–	0.03%	144
2020 Q2	$667K	Sell	5,276 -2,460	-32%	-$292K	0.02%	152
2020 Q1	$897K	Sell	7,736 -200	-3%	-$25.5K	0.04%	140
2019 Q4	$1.17M	Buy	7,936 +1,376	+21%	+$192K	0.04%	147
2019 Q3	$829K	Sell	6,560 -99	-1%	-$12.6K	0.03%	225
2019 Q2	$908K	Sell	6,659 -96	-1%	-$12.7K	0.03%	208
2019 Q1	$915K	Sell	6,755 -1,400	-17%	-$186K	0.04%	201
2018 Q4	$1.04M	Buy	8,155 +250	+3%	+$32.5K	0.05%	171
2018 Q3	$1.21M	Hold	7,905	–	–	0.06%	157
2018 Q2	$1.07M	Buy	7,905 +300	+4%	+$44.8K	0.05%	167
2018 Q1	$1.12M	Buy	7,605 +2,509	+49%	+$396K	0.05%	160
2017 Q4	$803K	Buy	5,096 +350	+7%	+$48.5K	0.06%	121
2017 Q3	$592K	Buy	4,746 +1,346	+40%	+$155K	0.06%	114
2017 Q2	$365K	Hold	3,400	–	–	0.05%	110
2017 Q1	$315K	Hold	3,400	–	–	0.04%	111
2016 Q4	$315K	Sell	3,400 -122	-3%	-$11.1K	0.04%	118
2016 Q3	$312K	Hold	3,522	–	–	0.05%	111
2016 Q2	$267K	Buy	3,522 +100	+3%	+$7.49K	0.05%	119
2016 Q1	$263K	Buy	3,422 +150	+5%	+$10.1K	0.05%	119
2015 Q4	$222K	Sell	3,272 -475	-13%	-$33.2K	0.04%	125
2015 Q3	$317K	Hold	3,747	–	–	0.06%	116
2015 Q2	$317K	Sell	3,747 -10,165	-73%	-$874K	0.06%	116
2015 Q1	$1.11M	Sell	13,912 -21,200	-60%	-$1.76M	0.19%	78
2014 Q4	$3.21M	Buy	35,112 +250	+0.7%	+$24.3K	0.57%	41
2014 Q3	$3.45M	Sell	34,862 -5,685	-14%	-$603K	0.65%	40
2014 Q2	$4.41M	Buy	40,547 +608	+2%	+$63.8K	0.84%	33
2014 Q1	$3.97M	Sell	39,939 -4,370	-10%	-$412K	0.83%	33
2013 Q4	$4.02M	Sell	44,309 -7,365	-14%	-$629K	0.91%	30
2013 Q3	$4.31M	Buy	51,674 +1,547	+3%	+$131K	1.07%	25
2013 Q2	$4.13M	Buy	+50,127	New	+$4.26M	1.09%	24

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Bridges Investment Management's CAT Position: Q2 2026 in Review

Bridges Investment Management increased its Caterpillar (CAT) stake by 1.3% in Q2 2026, buying an estimated $68.5K and bringing the position to 6,029 shares worth $6.42M. The position accounts for 0.08% of the portfolio, ranked #102.

Bridges Investment Management first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Bridges Investment Management held 6,029 shares of Caterpillar worth $6.42M as of Q2 2026.
Bridges Investment Management bought 78 Caterpillar shares in Q2 2026, an estimated $68.5K.
Caterpillar made up 0.08% of Bridges Investment Management's portfolio in Q2 2026, its #102 holding.
Bridges Investment Management first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.