BF
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Brogan Financial’s Caterpillar CAT Stock Holding History

Brogan Financial’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 		$1.24M Buy
1,161
+2
+0.2% +$1.76K 0.5% 11
2026
Q1 		$821K Sell
1,159
-35
-3% -$24.2K 0.36% 15
2025
Q4 		$684K Buy
1,194
+3
+0.3% +$1.67K 0.3% 19
2025
Q3 		$568K Buy
1,191
+33
+3% +$14.1K 0.24% 25
2025
Q2 		$450K Sell
1,158
-199
-15% -$66.3K 0.2% 33
2025
Q1 		$447K Buy
1,357
+216
+19% +$76.9K 0.22% 31
2024
Q4 		$414K Buy
1,141
+2
+0.2% +$776 0.2% 32
2024
Q3 		$445K Sell
1,139
-147
-11% -$50.8K 0.25% 28
2024
Q2 		$428K Buy
1,286
+158
+14% +$54.8K 0.27% 26
2024
Q1 		$413K Buy
1,128
+5
+0.4% +$1.6K 0.27% 27
2023
Q4 		$332K Buy
1,123
+6
+0.5% +$1.56K 0.25% 34
2023
Q3 		$305K Sell
1,117
-71
-6% -$19.3K 0.27% 30
2023
Q2 		$292K Buy
1,188
+4
+0.3% +$892 0.25% 30
2023
Q1 		$271K Buy
1,184
+2
+0.2% +$484 0.23% 31
2022
Q4 		$283K Buy
+1,182
New +$257K 0.25% 29

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

Brogan Financial's CAT Position: Q2 2026 in Review

Brogan Financial increased its Caterpillar (CAT) stake by 0.17% in Q2 2026, buying an estimated $1.76K and bringing the position to 1,161 shares worth $1.24M. The position accounts for 0.5% of the portfolio, ranked #11.

Brogan Financial first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Brogan Financial held 1,161 shares of Caterpillar worth $1.24M as of Q2 2026.
  • Brogan Financial bought 2 Caterpillar shares in Q2 2026, an estimated $1.76K.
  • Caterpillar made up 0.5% of Brogan Financial's portfolio in Q2 2026, its #11 holding.
  • Brogan Financial first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Brogan Financial's 13F filing for Q2 2026, filed 13 Aug 2026.