BC
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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
Q2 		$449K Buy
422
+21
+5% +$18.4K 0.05% 112
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

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Brio Consultants's CAT Position: Q2 2026 in Review

Brio Consultants increased its Caterpillar (CAT) stake by 5.2% in Q2 2026, buying an estimated $18.4K and bringing the position to 422 shares worth $449K. The position accounts for 0.05% of the portfolio, ranked #112.

Brio Consultants first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,052 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Brio Consultants held 422 shares of Caterpillar worth $449K as of Q2 2026.
  • Brio Consultants bought 21 Caterpillar shares in Q2 2026, an estimated $18.4K.
  • Caterpillar made up 0.05% of Brio Consultants's portfolio in Q2 2026, its #112 holding.
  • Brio Consultants first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 4,052 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.