Morton Brown Family Wealth’s Caterpillar CAT Stock Holding History

Morton Brown Family Wealth’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	$318K	Buy	299 +9	+3%	+$7.91K	0.07%	52
2026 Q1	$205K	Hold	290	–	–	0.05%	63
2025 Q4	$166K	Hold	290	–	–	0.05%	69
2025 Q3	$138K	Sell	290 -21	-7%	-$8.96K	0.04%	72
2025 Q2	$121K	Hold	311	–	–	0.04%	80
2025 Q1	$103K	Buy	311 +21	+7%	+$7.48K	0.03%	80
2024 Q4	$105K	Hold	290	–	–	0.04%	80
2024 Q3	$113K	Hold	290	–	–	0.04%	71
2024 Q2	$103K	Hold	290	–	–	0.04%	72
2024 Q1	$106K	Hold	290	–	–	0.04%	67
2023 Q4	$85.7K	Hold	290	–	–	0.04%	75
2023 Q3	$79.2K	Buy	+290	New	+$78.7K	0.04%	67
2023 Q2	–	Sell	-4	Closed	-$915	–	196
2023 Q1	$915	Buy	+4	New	+$967	﹤0.01%	272
2022 Q4	–	Sell	-5	Closed	-$1K	–	173
2022 Q3	$1K	Buy	+5	New	+$913	﹤0.01%	186

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morton Brown Family Wealth's CAT Position: Q2 2026 in Review

Morton Brown Family Wealth increased its Caterpillar (CAT) stake by 3.1% in Q2 2026, buying an estimated $7.91K and bringing the position to 299 shares worth $318K. The position accounts for 0.07% of the portfolio, ranked #52.

Morton Brown Family Wealth first reported a position in CAT in Q3 2022 and has held it in 14 quarters since. 1,991 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Morton Brown Family Wealth held 299 shares of Caterpillar worth $318K as of Q2 2026.
Morton Brown Family Wealth bought 9 Caterpillar shares in Q2 2026, an estimated $7.91K.
Caterpillar made up 0.07% of Morton Brown Family Wealth's portfolio in Q2 2026, its #52 holding.
Morton Brown Family Wealth first reported a position in Caterpillar in Q3 2022 and has held it in 14 quarters since.
1,991 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.