Brown Financial Advisory’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
Brown Financial Advisory's CAT Position: Q2 2026 in Review
Brown Financial Advisory held its Caterpillar (CAT) position steady in Q2 2026 at 410 shares worth $437K. The position accounts for 0.18% of the portfolio, ranked #30.
Brown Financial Advisory first reported a position in CAT in Q3 2025 and has held it in 4 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Brown Financial Advisory held 410 shares of Caterpillar worth $437K as of Q2 2026.
- Brown Financial Advisory left its Caterpillar share count unchanged in Q2 2026.
- Caterpillar made up 0.18% of Brown Financial Advisory's portfolio in Q2 2026, its #30 holding.
- Brown Financial Advisory first reported a position in Caterpillar in Q3 2025 and has held it in 4 quarters since.
- 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Brown Financial Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.