Broyhill Asset Management
CAT icon

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
Q3 		$243K Hold
300
– – 0.29% 52
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

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Broyhill Asset Management's CAT Position: Q3 2026 in Review

Broyhill Asset Management held its Caterpillar (CAT) position steady in Q3 2026 at 300 shares worth $243K. The position accounts for 0.29% of the portfolio, ranked #52.

Broyhill Asset Management first reported a position in CAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $319K in Q2 2026. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Broyhill Asset Management held 300 shares of Caterpillar worth $243K as of Q3 2026.
  • Broyhill Asset Management left its Caterpillar share count unchanged in Q3 2026.
  • Caterpillar made up 0.29% of Broyhill Asset Management's portfolio in Q3 2026, its #52 holding.
  • Broyhill Asset Management first reported a position in Caterpillar in Q4 2025 and has held it in 4 quarters since.
  • Broyhill Asset Management's Caterpillar position peaked at $319K in Q2 2026.
  • 3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Broyhill Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.