Eubel Brady & Suttman Asset Management’s Caterpillar CAT Stock Holding History

Eubel Brady & Suttman Asset Management’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	$733K	Buy	1,035 +20	+2%	+$13.9K	0.09%	65
2025 Q4	$581K	Buy	1,015 +308	+44%	+$171K	0.07%	71
2025 Q3	$337K	Buy	707 +1	+0.1%	+$427	0.04%	89
2025 Q2	$274K	Hold	706	–	–	0.03%	88
2025 Q1	$233K	Buy	706 +1	+0.1%	+$356	0.03%	85
2024 Q4	$256K	Buy	705 +1	+0.1%	+$388	0.03%	82
2024 Q3	$275K	Sell	704 -249	-26%	-$86K	0.04%	79
2024 Q2	$318K	Buy	953 +246	+35%	+$85.3K	0.05%	77
2024 Q1	$259K	Buy	707 +3	+0.4%	+$959	0.03%	79
2023 Q4	$208K	Buy	+704	New	+$183K	0.03%	89
2022 Q1	–	Sell	-1,120	Closed	-$232K	–	76
2021 Q4	$232K	Buy	+1,120	New	+$226K	0.05%	74
2021 Q3	–	Sell	-678	Closed	-$157K	–	108
2021 Q2	$157K	Sell	678 -678	-50%	-$157K	0.01%	202
2021 Q1	$314K	Buy	+1,356	New	+$281K	0.03%	85

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Eubel Brady & Suttman Asset Management's CAT Position: Q1 2026 in Review

Eubel Brady & Suttman Asset Management increased its Caterpillar (CAT) stake by 2% in Q1 2026, buying an estimated $13.9K and bringing the position to 1,035 shares worth $733K. The position accounts for 0.09% of the portfolio, ranked #65.

Eubel Brady & Suttman Asset Management first reported a position in CAT in Q1 2021 and has held it in 13 quarters since. 3,735 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Eubel Brady & Suttman Asset Management held 1,035 shares of Caterpillar worth $733K as of Q1 2026.
Eubel Brady & Suttman Asset Management bought 20 Caterpillar shares in Q1 2026, an estimated $13.9K.
Caterpillar made up 0.09% of Eubel Brady & Suttman Asset Management's portfolio in Q1 2026, its #65 holding.
Eubel Brady & Suttman Asset Management first reported a position in Caterpillar in Q1 2021 and has held it in 13 quarters since.
3,735 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Eubel Brady & Suttman Asset Management's 13F filing for Q1 2026, filed 11 May 2026.