J. M. Brown & Associates Inc.’s Caterpillar CAT Stock Holding History

J. M. Brown & Associates Inc.’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	$397K	Buy	+373	New	+$328K	0.23%	120

Other funds holding CAT

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

SMDAM

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

J. M. Brown & Associates Inc.'s CAT Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in Caterpillar (CAT) in Q2 2026: 373 shares worth $397K. The stake represents 0.23% of the portfolio and ranks #120 among its holdings.

1,337 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

J. M. Brown & Associates Inc. held 373 shares of Caterpillar worth $397K as of Q2 2026.
Caterpillar was a new J. M. Brown & Associates Inc. position in Q2 2026.
Caterpillar made up 0.23% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #120 holding.
1,337 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.