Coastal Bridge Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
Coastal Bridge Advisors's CAT Position: Q2 2026 in Review
Coastal Bridge Advisors increased its Caterpillar (CAT) stake by 1.5% in Q2 2026, buying an estimated $25.5K and bringing the position to 1,974 shares worth $2.1M. The position accounts for 0.13% of the portfolio, ranked #160.
Coastal Bridge Advisors first reported a position in CAT in Q3 2017 and has held it in 9 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Coastal Bridge Advisors held 1,974 shares of Caterpillar worth $2.1M as of Q2 2026.
- Coastal Bridge Advisors bought 29 Caterpillar shares in Q2 2026, an estimated $25.5K.
- Caterpillar made up 0.13% of Coastal Bridge Advisors's portfolio in Q2 2026, its #160 holding.
- Coastal Bridge Advisors first reported a position in Caterpillar in Q3 2017 and has held it in 9 quarters since.
- 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.