Brightwater Advisory’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
Brightwater Advisory's CAT Position: Q2 2026 in Review
Brightwater Advisory reduced its Caterpillar (CAT) stake by 3.4% in Q2 2026, selling an estimated $18.4K and leaving 592 shares worth $630K. The position accounts for 0.4% of the portfolio, ranked #40.
Brightwater Advisory first reported a position in CAT in Q1 2024 and has held it in 9 quarters since. 4,063 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Brightwater Advisory held 592 shares of Caterpillar worth $630K as of Q2 2026.
- Brightwater Advisory sold 21 Caterpillar shares in Q2 2026, an estimated $18.4K.
- Caterpillar made up 0.4% of Brightwater Advisory's portfolio in Q2 2026, its #40 holding.
- Brightwater Advisory first reported a position in Caterpillar in Q1 2024 and has held it in 9 quarters since.
- 4,063 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Brightwater Advisory's 13F filing for Q2 2026, filed 10 Aug 2026.