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Terril Brothers’s Caterpillar CAT Stock Holding History

Terril Brothers’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 		– Sell
-398
Closed -$282K – 72
2026
Q1 		$282K Buy
+398
New +$276K 0.08% 63
2015
Q3 		– Sell
-2,929
Closed -$250K – 49
2015
Q2 		$250K Hold
2,929
– – 0.08% 48
2015
Q1 		$238K Hold
2,929
– – 0.08% 48
2014
Q4 		$268K Hold
2,929
– – 0.08% 48
2014
Q3 		$298K Buy
+2,929
New +$310K 0.1% 44

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

Terril Brothers's CAT Position: Q2 2026 in Review

Terril Brothers sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 398 shares — an estimated $282K sold.

Terril Brothers first reported a position in CAT in Q3 2014 and held it in 5 quarters. The position peaked at $298K in Q3 2014. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Terril Brothers reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
  • Terril Brothers sold 398 Caterpillar shares in Q2 2026, an estimated $282K.
  • Terril Brothers first reported a position in Caterpillar in Q3 2014 and held it in 5 quarters.
  • Terril Brothers's Caterpillar position peaked at $298K in Q3 2014.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Terril Brothers's 13F filing for Q2 2026, filed 24 Jul 2026.