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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
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 $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

Brooks Moore & Associates's CAT Position: Q1 2026 in Review

Brooks Moore & Associates opened a new position in Caterpillar (CAT) in Q1 2026: 300 shares worth $213K. The stake represents 0.11% of the portfolio and ranks #104 among its holdings. This is a return to the name: Brooks Moore & Associates previously reported a position in CAT as recently as Q3 2025.

Brooks Moore & Associates first reported a position in CAT in Q3 2025 and has held it in 2 quarters since. 3,735 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Brooks Moore & Associates held 300 shares of Caterpillar worth $213K as of Q1 2026.
  • Caterpillar was a new Brooks Moore & Associates position in Q1 2026.
  • Caterpillar made up 0.11% of Brooks Moore & Associates's portfolio in Q1 2026, its #104 holding.
  • Brooks Moore & Associates first reported a position in Caterpillar in Q3 2025 and has held it in 2 quarters since.
  • 3,735 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Brooks Moore & Associates's 13F filing for Q1 2026, filed 15 May 2026.