BGDI
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BW Gestao de Investimentos’s Caterpillar CAT Stock Holding History

BW Gestao de Investimentos’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 		$482K Hold
680
– – 0.02% 248
2025
Q4 		$390K Buy
+680
New +$378K 0.01% 204

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

BW Gestao de Investimentos's CAT Position: Q1 2026 in Review

BW Gestao de Investimentos held its Caterpillar (CAT) position steady in Q1 2026 at 680 shares worth $482K. The position accounts for 0.02% of the portfolio, ranked #248.

BW Gestao de Investimentos first reported a position in CAT in Q4 2025 and has held it in 2 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • BW Gestao de Investimentos held 680 shares of Caterpillar worth $482K as of Q1 2026.
  • BW Gestao de Investimentos left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.02% of BW Gestao de Investimentos's portfolio in Q1 2026, its #248 holding.
  • BW Gestao de Investimentos first reported a position in Caterpillar in Q4 2025 and has held it in 2 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on BW Gestao de Investimentos's 13F filing for Q1 2026, filed 28 Apr 2026.