SEC 13F Intelligence

Bradley Foster & Sargent Inc/Ct / CAT

Bradley Foster & Sargent Inc/Ct’s Caterpillar Inc Position

Does Bradley Foster & Sargent Inc/Ct own Caterpillar Inc (CAT)? Yes — 103.7K shares worth $73M (+1.14% of its 13F portfolio) as of Q1 2026, down from 107.2K shares the prior filed quarter.

Position Value
$73M
Q1 2026
Shares
103.7K
% of Portfolio
+1.14%
Quarters Held
28
currently held

Position History CAT

Reported value by quarter
Q4 ’18: $15MQ4 ’18Q1 ’19: $16MQ2 ’19: $16MQ3 ’19: $15MQ4 ’19: $18MQ4 ’19Q1 ’20: $14MQ3 ’20: $15MQ4 ’20: $19MQ1 ’21: $24MQ1 ’21Q2 ’21: $22MQ3 ’21: $20MQ1 ’22: $24MQ2 ’22: $19MQ2 ’22Q3 ’22: $18MQ4 ’22: $27MQ1 ’23: $26MQ2 ’23: $28MQ2 ’23Q3 ’23: $28MQ4 ’23: $34MQ1 ’24: $41MQ2 ’24: $36MQ2 ’24Q3 ’24: $42MQ4 ’24: $39MQ1 ’25: $36MQ2 ’25: $42MQ2 ’25Q3 ’25: $51MQ4 ’25: $61MQ1 ’26: $73Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026103.7K$73M+1.14%
Q4 2025107.2K$61M+0.90%
Q3 2025107.7K$51M+0.76%
Q2 2025108.9K$42M+0.66%
Q1 2025109.6K$36M+0.62%
Q4 2024108.4K$39M+0.66%
Q3 2024108.5K$42M+0.71%
Q2 2024109.3K$36M+0.66%
Q1 2024111.7K$41M+0.74%
Q4 2023115.2K$34M+0.66%
Q3 2023114.5K$28M+0.59%
Q2 2023114.5K$28M+0.59%
Q1 2023114.0K$26M+0.62%
Q4 2022110.9K$27M+0.67%
Q3 2022108.0K$18M+0.49%
Q2 2022108.6K$19M+0.50%
Q1 2022108.3K$24M+0.52%
Q3 2021104.8K$20M+0.47%
Q2 2021102.8K$22M+0.52%
Q1 2021101.8K$24M+0.60%
Q4 2020105.5K$19M+0.51%
Q3 2020102.5K$15M+0.45%
Q1 2020121.6K$14M+0.57%
Q4 2019119.1K$18M+0.54%
Q3 2019119.0K$15M+0.50%
Q2 2019116.9K$16M+0.53%
Q1 2019120.6K$16M+0.57%
Q4 2018116.1K$15M+0.60%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bradley Foster & Sargent Inc/Ct’s full portfolio or all institutional holders of CAT.