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Michael Brady & Co’s Caterpillar CAT Stock Holding History

Michael Brady & Co’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 		$405K Sell
380
-20
-5% -$17.6K 0.36% 39
2026
Q1 		$283K Sell
400
-50
-11% -$34.6K 0.28% 46
2025
Q4 		$258K Buy
+450
New +$250K 0.26% 47

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

Michael Brady & Co's CAT Position: Q2 2026 in Review

Michael Brady & Co reduced its Caterpillar (CAT) stake by 5% in Q2 2026, selling an estimated $17.6K and leaving 380 shares worth $405K. The position accounts for 0.36% of the portfolio, ranked #39.

Michael Brady & Co first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,023 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Michael Brady & Co held 380 shares of Caterpillar worth $405K as of Q2 2026.
  • Michael Brady & Co sold 20 Caterpillar shares in Q2 2026, an estimated $17.6K.
  • Caterpillar made up 0.36% of Michael Brady & Co's portfolio in Q2 2026, its #39 holding.
  • Michael Brady & Co first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 4,023 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Michael Brady & Co's 13F filing for Q2 2026, filed 14 Aug 2026.