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Broyhill Asset Management’s Caterpillar CAT Stock Holding History

Broyhill Asset 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 		$319K Sell
300
-30
-9% -$26.4K 0.28% 65
2026
Q1 		$234K Sell
330
-40
-11% -$27.7K 0.22% 72
2025
Q4 		$212K Buy
+370
New +$206K 0.19% 70

Other funds holding CAT

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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

Broyhill Asset Management's CAT Position: Q2 2026 in Review

Broyhill Asset Management reduced its Caterpillar (CAT) stake by 9.1% in Q2 2026, selling an estimated $26.4K and leaving 300 shares worth $319K. The position accounts for 0.28% of the portfolio, ranked #65.

Broyhill Asset Management first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Broyhill Asset Management held 300 shares of Caterpillar worth $319K as of Q2 2026.
  • Broyhill Asset Management sold 30 Caterpillar shares in Q2 2026, an estimated $26.4K.
  • Caterpillar made up 0.28% of Broyhill Asset Management's portfolio in Q2 2026, its #65 holding.
  • Broyhill Asset Management first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Broyhill Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.