Brio Consultants’s Caterpillar CAT Stock Holding History

Brio Consultants’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	$363K	Sell	401 -94	-19%	-$65.1K	0.04%	109
2025 Q4	$284K	Buy	+495	New	+$275K	0.04%	122

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Brio Consultants's CAT Position: Q1 2026 in Review

Brio Consultants reduced its Caterpillar (CAT) stake by 19% in Q1 2026, selling an estimated $65.1K and leaving 401 shares worth $363K. The position accounts for 0.04% of the portfolio, ranked #109.

Brio Consultants first reported a position in CAT in Q4 2025 and has held it in 2 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Brio Consultants held 401 shares of Caterpillar worth $363K as of Q1 2026.
Brio Consultants sold 94 Caterpillar shares in Q1 2026, an estimated $65.1K.
Caterpillar made up 0.04% of Brio Consultants's portfolio in Q1 2026, its #109 holding.
Brio Consultants first reported a position in Caterpillar in Q4 2025 and has held it in 2 quarters since.
3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.