A detailed history of Brown Financial Advisory transactions in Caterpillar Inc stock. As of the latest transaction made, Brown Financial Advisory holds 456 shares of CAT stock, worth $251,734. This represents 0.13% of its overall portfolio holdings.

Number of Shares
456
Holding current value
$251,734
% of portfolio
0.13%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025

BUY
$390.92 - $477.15 $178,259 - $217,580
456 New
456 $217,000

Others Institutions Holding CAT

About CATERPILLAR INC


  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $291B
  • Description
  • Caterpillar Inc. manufactures and sells construction and mining equipment, diesel and natural gas engines, and industrial gas turbines worldwide. Its Construction Industries segment offers asphalt pavers, backhoe loaders, compactors, cold planers, compact track and multi-terrain loaders, excavators, motorgraders, pipelayers, road reclaimers, sit...
More about CAT
Track This Portfolio

Track Brown Financial Advisory Portfolio

Follow Brown Financial Advisory and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brown Financial Advisory, based on Form 13F filings with the SEC.

News

Stay updated on Brown Financial Advisory with notifications on news.