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Brooklyn Investment Group’s Caterpillar CAT Stock Holding History

Brooklyn Investment Group’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 		$13.4M Buy
18,861
+2,960
+19% +$2.05M 0.42% 32
2025
Q4 		$9.2M Buy
15,901
+7,324
+85% +$4.07M 0.42% 34
2025
Q3 		$3.3M Sell
8,577
-154
-2% -$65.7K 0.45% 34
2025
Q2 		$3.39M Buy
8,731
+5,149
+144% +$1.72M 0.44% 33
2025
Q1 		$1.18M Buy
3,582
+710
+25% +$253K 0.26% 74
2024
Q4 		$1.04M Buy
2,872
+87
+3% +$33.7K 0.31% 61
2024
Q3 		$1.09M Buy
2,785
+136
+5% +$47K 0.36% 56
2024
Q2 		$964K Hold
2,649
– – 0.41% 54
2024
Q1 		$964K Buy
2,649
+44
+2% +$14.1K 0.41% 54
2023
Q4 		$770K Buy
+2,605
New +$676K 0.37% 64

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

Brooklyn Investment Group's CAT Position: Q1 2026 in Review

Brooklyn Investment Group increased its Caterpillar (CAT) stake by 19% in Q1 2026, buying an estimated $2.05M and bringing the position to 18,861 shares worth $13.4M. The position accounts for 0.42% of the portfolio, ranked #32.

Brooklyn Investment Group first reported a position in CAT in Q4 2023 and has held it in 10 quarters since. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Brooklyn Investment Group held 18,861 shares of Caterpillar worth $13.4M as of Q1 2026.
  • Brooklyn Investment Group bought 2,960 Caterpillar shares in Q1 2026, an estimated $2.05M.
  • Caterpillar made up 0.42% of Brooklyn Investment Group's portfolio in Q1 2026, its #32 holding.
  • Brooklyn Investment Group first reported a position in Caterpillar in Q4 2023 and has held it in 10 quarters since.
  • 3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.