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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
Q2 		$4.39M Buy
4,122
+97
+2% +$85.2K 1.61% 16
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 $6.73T AUM 46.02% 1-Year Est. Return
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

Burford Brothers's CAT Position: Q2 2026 in Review

Burford Brothers increased its Caterpillar (CAT) stake by 2.4% in Q2 2026, buying an estimated $85.2K and bringing the position to 4,122 shares worth $4.39M. The position accounts for 1.61% of the portfolio, ranked #16.

Burford Brothers first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Burford Brothers held 4,122 shares of Caterpillar worth $4.39M as of Q2 2026.
  • Burford Brothers bought 97 Caterpillar shares in Q2 2026, an estimated $85.2K.
  • Caterpillar made up 1.61% of Burford Brothers's portfolio in Q2 2026, its #16 holding.
  • Burford Brothers first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Burford Brothers's 13F filing for Q2 2026, filed 28 Jul 2026.