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Brooks Moore & Associates’s Caterpillar CAT Stock Holding History

Brooks Moore & Associates’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 		$319K Hold
300
– – 0.14% 97
2026
Q1 		$213K Buy
+300
New +$208K 0.11% 104
2025
Q4 		– Sell
-420
Closed -$200K – 107
2025
Q3 		$200K Buy
+420
New +$179K 0.1% 104

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

Brooks Moore & Associates's CAT Position: Q2 2026 in Review

Brooks Moore & Associates held its Caterpillar (CAT) position steady in Q2 2026 at 300 shares worth $319K. The position accounts for 0.14% of the portfolio, ranked #97.

Brooks Moore & Associates first reported a position in CAT in Q3 2025 and has held it in 3 quarters since. 4,058 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Brooks Moore & Associates held 300 shares of Caterpillar worth $319K as of Q2 2026.
  • Brooks Moore & Associates left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.14% of Brooks Moore & Associates's portfolio in Q2 2026, its #97 holding.
  • Brooks Moore & Associates first reported a position in Caterpillar in Q3 2025 and has held it in 3 quarters since.
  • 4,058 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Brooks Moore & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.