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Bright Financial Advisors’s Caterpillar CAT Stock Holding History

Bright 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 		$541K Hold
763
– – 0.25% 37
2025
Q4 		$437K Sell
763
-52
-6% -$28.9K 0.21% 42
2025
Q3 		$389K Hold
815
– – 0.19% 43
2025
Q2 		$316K Hold
815
– – 0.18% 44
2025
Q1 		$269K Hold
815
– – 0.17% 48
2024
Q4 		$296K Hold
815
– – 0.19% 45
2024
Q3 		$319K Buy
815
+123
+18% +$42.5K 0.2% 42
2024
Q2 		$230K Hold
692
– – 0.16% 44
2024
Q1 		$232K Buy
+692
New +$221K 0.17% 42

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

Bright Financial Advisors's CAT Position: Q1 2026 in Review

Bright Financial Advisors held its Caterpillar (CAT) position steady in Q1 2026 at 763 shares worth $541K. The position accounts for 0.25% of the portfolio, ranked #37.

Bright Financial Advisors first reported a position in CAT in Q1 2024 and has held it in 9 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Bright Financial Advisors held 763 shares of Caterpillar worth $541K as of Q1 2026.
  • Bright Financial Advisors left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.25% of Bright Financial Advisors's portfolio in Q1 2026, its #37 holding.
  • Bright Financial Advisors first reported a position in Caterpillar in Q1 2024 and has held it in 9 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Bright Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.