Bright Futures Wealth Management’s Caterpillar CAT Stock Holding History

Bright Futures Wealth 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	$227K	Buy	+213	New	+$187K	0.15%	175
2024 Q4	–	Sell	-2,313	Closed	-$877K	–	144
2024 Q3	$877K	Buy	2,313 +124	+6%	+$42.8K	0.42%	74
2024 Q2	$702K	Hold	2,189	–	–	0.38%	78
2024 Q1	$717K	Buy	+2,189	New	+$700K	0.39%	76

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Bright Futures Wealth Management's CAT Position: Q2 2026 in Review

Bright Futures Wealth Management opened a new position in Caterpillar (CAT) in Q2 2026: 213 shares worth $227K. The stake represents 0.15% of the portfolio and ranks #175 among its holdings. This is a return to the name: Bright Futures Wealth Management previously reported a position in CAT as recently as Q3 2024.

Bright Futures Wealth Management first reported a position in CAT in Q1 2024 and has held it in 4 quarters since. The position peaked at $877K in Q3 2024. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Bright Futures Wealth Management held 213 shares of Caterpillar worth $227K as of Q2 2026.
Caterpillar was a new Bright Futures Wealth Management position in Q2 2026.
Caterpillar made up 0.15% of Bright Futures Wealth Management's portfolio in Q2 2026, its #175 holding.
Bright Futures Wealth Management first reported a position in Caterpillar in Q1 2024 and has held it in 4 quarters since.
Bright Futures Wealth Management's Caterpillar position peaked at $877K in Q3 2024.
1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.