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Brookwood Investment Group’s Caterpillar CAT Stock Holding History

Brookwood 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
Q2 		$3.27M Buy
3,069
+196
+7% +$172K 0.37% 55
2026
Q1 		$2.04M Sell
2,873
-291
-9% -$202K 0.25% 89
2025
Q4 		$1.81M Sell
3,164
-41
-1% -$22.8K 0.22% 87
2025
Q3 		$1.53M Buy
3,205
+171
+6% +$73K 0.2% 94
2025
Q2 		$1.18M Buy
3,034
+426
+16% +$142K 0.19% 99
2025
Q1 		$860K Buy
+2,608
New +$929K 0.15% 145

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Brookwood Investment Group's CAT Position: Q2 2026 in Review

Brookwood Investment Group increased its Caterpillar (CAT) stake by 6.8% in Q2 2026, buying an estimated $172K and bringing the position to 3,069 shares worth $3.27M. The position accounts for 0.37% of the portfolio, ranked #55.

Brookwood Investment Group first reported a position in CAT in Q1 2025 and has held it in 6 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Brookwood Investment Group held 3,069 shares of Caterpillar worth $3.27M as of Q2 2026.
  • Brookwood Investment Group bought 196 Caterpillar shares in Q2 2026, an estimated $172K.
  • Caterpillar made up 0.37% of Brookwood Investment Group's portfolio in Q2 2026, its #55 holding.
  • Brookwood Investment Group first reported a position in Caterpillar in Q1 2025 and has held it in 6 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.