BC
CAT icon

Broadwater Capital’s Caterpillar CAT Stock Holding History

Broadwater Capital’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 		$213K Hold
200
– – 0.15% 69
2026
Q1 		$115K Hold
200
– – 0.09% 81
2025
Q4 		$115K Hold
200
– – 0.09% 81
2025
Q3 		$95.4K Sell
200
-77,442
-100% -$33.1M 0.07% 93
2025
Q2 		$77.6M Buy
77,642
+77,442
+38,721% +$25.8M 0.06% 97
2025
Q1 		$66K Hold
200
– – 0.05% 105
2024
Q4 		$72.6K Hold
200
– – 0.06% 104
2024
Q3 		$78.2K Hold
200
– – 0.06% 105
2024
Q2 		$66.6K Hold
200
– – 0.05% 107
2024
Q1 		$73.3K Hold
200
– – 0.06% 106
2023
Q4 		$59.1K Buy
+200
New +$51.9K 0.05% 113

Other funds holding CAT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Broadwater Capital's CAT Position: Q2 2026 in Review

Broadwater Capital held its Caterpillar (CAT) position steady in Q2 2026 at 200 shares worth $213K. The position accounts for 0.15% of the portfolio, ranked #69.

Broadwater Capital first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. The position peaked at $77.6M in Q2 2025. 2,387 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Broadwater Capital held 200 shares of Caterpillar worth $213K as of Q2 2026.
  • Broadwater Capital left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.15% of Broadwater Capital's portfolio in Q2 2026, its #69 holding.
  • Broadwater Capital first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • Broadwater Capital's Caterpillar position peaked at $77.6M in Q2 2025.
  • 2,387 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.