BB
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Burford Brothers’s Caterpillar CAT Stock Holding History

Burford Brothers’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 		$2.85M Buy
4,025
+33
+0.8% +$22.9K 1.17% 21
2025
Q4 		$2.29M Buy
3,992
+59
+2% +$32.8K 0.94% 24
2025
Q3 		$1.88M Buy
3,933
+51
+1% +$21.8K 0.8% 28
2025
Q2 		$1.51M Sell
3,882
-16
-0.4% -$5.33K 0.69% 32
2025
Q1 		$1.29M Buy
3,898
+185
+5% +$65.9K 0.62% 36
2024
Q4 		$1.35M Buy
3,713
+18
+0.5% +$6.98K 0.66% 32
2024
Q3 		$1.45M Buy
3,695
+357
+11% +$123K 0.75% 29
2024
Q2 		$1.11M Buy
3,338
+1,752
+110% +$607K 0.65% 37
2024
Q1 		$581K Buy
1,586
+4
+0.3% +$1.28K 0.38% 77
2023
Q4 		$468K Buy
+1,582
New +$410K 0.33% 81

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

Burford Brothers's CAT Position: Q1 2026 in Review

Burford Brothers increased its Caterpillar (CAT) stake by 0.83% in Q1 2026, buying an estimated $22.9K and bringing the position to 4,025 shares worth $2.85M. The position accounts for 1.17% of the portfolio, ranked #21.

Burford Brothers first reported a position in CAT in Q4 2023 and has held it in 10 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Burford Brothers held 4,025 shares of Caterpillar worth $2.85M as of Q1 2026.
  • Burford Brothers bought 33 Caterpillar shares in Q1 2026, an estimated $22.9K.
  • Caterpillar made up 1.17% of Burford Brothers's portfolio in Q1 2026, its #21 holding.
  • Burford Brothers first reported a position in Caterpillar in Q4 2023 and has held it in 10 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Burford Brothers's 13F filing for Q1 2026, filed 27 Apr 2026.