BAM
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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
Q1 		$234K Sell
330
-40
-11% -$27.7K 0.22% 72
2025
Q4 		$212K Buy
+370
New +$206K 0.19% 70

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VCM
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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

Broyhill Asset Management's CAT Position: Q1 2026 in Review

Broyhill Asset Management reduced its Caterpillar (CAT) stake by 11% in Q1 2026, selling an estimated $27.7K and leaving 330 shares worth $234K. The position accounts for 0.22% of the portfolio, ranked #72.

Broyhill Asset Management first reported a position in CAT in Q4 2025 and has held it in 2 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Broyhill Asset Management held 330 shares of Caterpillar worth $234K as of Q1 2026.
  • Broyhill Asset Management sold 40 Caterpillar shares in Q1 2026, an estimated $27.7K.
  • Caterpillar made up 0.22% of Broyhill Asset Management's portfolio in Q1 2026, its #72 holding.
  • Broyhill Asset Management first reported a position in Caterpillar in Q4 2025 and has held it in 2 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Broyhill Asset Management's 13F filing for Q1 2026, filed 6 May 2026.