BWM
CAT icon

Brown Wealth Management’s Caterpillar CAT Stock Holding History

Brown Wealth Management’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 		$483K Buy
454
+20
+5% +$17.6K 0.11% 83
2026
Q1 		$307K Buy
434
+32
+8% +$22.2K 0.08% 93
2025
Q4 		$230K Sell
402
-21
-5% -$11.7K 0.06% 101
2025
Q3 		$202K Buy
+423
New +$181K 0.06% 98

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Brown Wealth Management's CAT Position: Q2 2026 in Review

Brown Wealth Management increased its Caterpillar (CAT) stake by 4.6% in Q2 2026, buying an estimated $17.6K and bringing the position to 454 shares worth $483K. The position accounts for 0.11% of the portfolio, ranked #83.

Brown Wealth Management first reported a position in CAT in Q3 2025 and has held it in 4 quarters since. 1,787 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Brown Wealth Management held 454 shares of Caterpillar worth $483K as of Q2 2026.
  • Brown Wealth Management bought 20 Caterpillar shares in Q2 2026, an estimated $17.6K.
  • Caterpillar made up 0.11% of Brown Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Brown Wealth Management first reported a position in Caterpillar in Q3 2025 and has held it in 4 quarters since.
  • 1,787 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.