BF
CAT icon

Brucke Financial’s Caterpillar CAT Stock Holding History

Brucke Financial’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 		$2.69M Sell
2,522
-88
-3% -$77.3K 1.19% 19
2026
Q1 		$1.85M Buy
2,610
+2
+0.1% +$1.39K 0.94% 19
2025
Q4 		$1.49M Sell
2,608
-202
-7% -$112K 0.82% 23
2025
Q3 		$1.62M Sell
2,810
-340
-11% -$145K 0.95% 22
2025
Q2 		$1.22M Sell
3,150
-14
-0.4% -$4.67K 0.85% 23
2025
Q1 		$979K Buy
3,164
+6
+0.2% +$2.14K 0.85% 27
2024
Q4 		$1.17M Buy
+3,158
New +$1.22M 1.01% 23

Other funds holding CAT

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Brucke Financial's CAT Position: Q2 2026 in Review

Brucke Financial reduced its Caterpillar (CAT) stake by 3.4% in Q2 2026, selling an estimated $77.3K and leaving 2,522 shares worth $2.69M. The position accounts for 1.19% of the portfolio, ranked #19.

Brucke Financial first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 1,655 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Brucke Financial held 2,522 shares of Caterpillar worth $2.69M as of Q2 2026.
  • Brucke Financial sold 88 Caterpillar shares in Q2 2026, an estimated $77.3K.
  • Caterpillar made up 1.19% of Brucke Financial's portfolio in Q2 2026, its #19 holding.
  • Brucke Financial first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 1,655 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Brucke Financial's 13F filing for Q2 2026, filed 21 Jul 2026.