Brighton Jones LLC’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.39M | Buy |
+10,428
| New | +$7.22M | 0.16% | 81 |
|
|
2025
Q4 | – | Sell |
-8,475
| Closed | -$4.04M | – | 181 |
|
|
2025
Q3 | $4.04M | Buy |
8,475
+1,670
| +25% | +$713K | 0.1% | 127 |
|
|
2025
Q2 | $2.64M | Sell |
6,805
-626
| -8% | -$209K | 0.07% | 160 |
|
|
2025
Q1 | $2.45M | Buy |
7,431
+22
| +0.3% | +$7.84K | 0.08% | 145 |
|
|
2024
Q4 | $2.69M | Buy |
7,409
+2,519
| +52% | +$977K | 0.08% | 133 |
|
|
2024
Q3 | $1.91M | Sell |
4,890
-1,645
| -25% | -$568K | 0.07% | 137 |
|
|
2024
Q2 | $2.18M | Buy |
6,535
+158
| +2% | +$54.8K | 0.07% | 139 |
|
|
2024
Q1 | $2.34M | Buy |
6,377
+767
| +14% | +$245K | 0.08% | 128 |
|
|
2023
Q4 | $1.66M | Buy |
5,610
+1,387
| +33% | +$360K | 0.07% | 154 |
|
|
2023
Q3 | $1.15M | Buy |
4,223
+730
| +21% | +$198K | 0.06% | 165 |
|
|
2023
Q2 | $859K | Buy |
3,493
+430
| +14% | +$95.9K | 0.04% | 208 |
|
|
2023
Q1 | $701K | Sell |
3,063
-1,617
| -35% | -$391K | 0.04% | 229 |
|
|
2022
Q4 | $1.12M | Buy |
4,680
+1,116
| +31% | +$243K | 0.07% | 154 |
|
|
2022
Q3 | $585K | Buy |
3,564
+181
| +5% | +$33.1K | 0.03% | 218 |
|
|
2022
Q2 | $605K | Sell |
3,383
-10
| -0.3% | -$2.11K | 0.04% | 216 |
|
|
2022
Q1 | $756K | Buy |
3,393
+76
| +2% | +$15.9K | 0.04% | 213 |
|
|
2021
Q4 | $686K | Buy |
3,317
+314
| +10% | +$63.2K | 0.03% | 226 |
|
|
2021
Q3 | $577K | Buy |
3,003
+36
| +1% | +$7.5K | 0.03% | 242 |
|
|
2021
Q2 | $646K | Buy |
2,967
+13
| +0.4% | +$3K | 0.03% | 218 |
|
|
2021
Q1 | $685K | Buy |
2,954
+51
| +2% | +$10.6K | 0.04% | 194 |
|
|
2020
Q4 | $528K | Buy |
2,903
+150
| +5% | +$25.4K | 0.03% | 207 |
|
|
2020
Q3 | $411K | Buy |
+2,753
| New | +$387K | 0.03% | 216 |
|
|
2020
Q2 | – | Sell |
-2,250
| Closed | -$261K | – | 301 |
|
|
2020
Q1 | $261K | Sell |
2,250
-117
| -5% | -$14.9K | 0.03% | 228 |
|
|
2019
Q4 | $350K | Buy |
2,367
+355
| +18% | +$49.5K | 0.04% | 215 |
|
|
2019
Q3 | $254K | Sell |
2,012
-87
| -4% | -$11.1K | 0.03% | 248 |
|
|
2019
Q2 | $286K | Buy |
2,099
+154
| +8% | +$20.3K | 0.03% | 230 |
|
|
2019
Q1 | $263K | Buy |
1,945
+223
| +13% | +$29.6K | 0.03% | 246 |
|
|
2018
Q4 | $219K | Buy |
1,722
+59
| +4% | +$7.68K | 0.03% | 237 |
|
|
2018
Q3 | $254K | Buy |
1,663
+33
| +2% | +$4.67K | 0.03% | 228 |
|
|
2018
Q2 | $221K | Sell |
1,630
-191
| -10% | -$28.5K | 0.03% | 270 |
|
|
2018
Q1 | $268K | Buy |
+1,821
| New | +$288K | 0.04% | 231 |
|
Other funds holding CAT
VCM
VPM
Brighton Jones LLC's CAT Position: Q1 2026 in Review
Brighton Jones LLC opened a new position in Caterpillar (CAT) in Q1 2026: 10,428 shares worth $7.39M. The stake represents 0.16% of the portfolio and ranks #81 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in CAT as recently as Q3 2025.
Brighton Jones LLC first reported a position in CAT in Q1 2018 and has held it in 31 quarters since. 3,744 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Brighton Jones LLC held 10,428 shares of Caterpillar worth $7.39M as of Q1 2026.
- Caterpillar was a new Brighton Jones LLC position in Q1 2026.
- Caterpillar made up 0.16% of Brighton Jones LLC's portfolio in Q1 2026, its #81 holding.
- Brighton Jones LLC first reported a position in Caterpillar in Q1 2018 and has held it in 31 quarters since.
- 3,744 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.