BF
CAT icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Brogan Financial's CAT Position: Q1 2026 in Review

Brogan Financial reduced its Caterpillar (CAT) stake by 2.9% in Q1 2026, selling an estimated $24.2K and leaving 1,159 shares worth $821K. The position accounts for 0.36% of the portfolio, ranked #15.

Brogan Financial first reported a position in CAT in Q4 2022 and has held it in 14 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Brogan Financial held 1,159 shares of Caterpillar worth $821K as of Q1 2026.
  • Brogan Financial sold 35 Caterpillar shares in Q1 2026, an estimated $24.2K.
  • Caterpillar made up 0.36% of Brogan Financial's portfolio in Q1 2026, its #15 holding.
  • Brogan Financial first reported a position in Caterpillar in Q4 2022 and has held it in 14 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Brogan Financial's 13F filing for Q1 2026, filed 11 May 2026.