Baader Bank Aktiengesellschaft’s Caterpillar CAT Stock Holding History

Baader Bank Aktiengesellschaft’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 Q1	$4.11M	Buy	5,800 +3,400	+142%	+$2.35M	0.32%	78
2025 Q4	$1.37M	Sell	2,400 -100	-4%	-$55.6K	0.09%	152
2025 Q3	$1.19M	Sell	2,500 -6,300	-72%	-$2.69M	0.08%	158
2025 Q2	$3.42M	Sell	8,800 -8,800	-50%	-$2.93M	0.25%	84
2025 Q1	$5.8M	Sell	17,600 -4,400	-20%	-$1.57M	0.43%	63
2024 Q4	$7.98M	Sell	22,000 -22,000	-50%	-$8.53M	0.52%	54
2024 Q3	$17.2M	Buy	44,000 +22,000	+100%	+$7.6M	1.01%	24
2024 Q2	$7.33M	Buy	22,000 +5,400	+33%	+$1.87M	0.46%	70
2024 Q1	$6.08M	Buy	+16,600	New	+$5.31M	0.43%	61
2023 Q4	–	Sell	-27,300	Closed	-$7.45M	–	343
2023 Q3	$7.45M	Sell	27,300 -20,200	-43%	-$5.48M	0.5%	64
2023 Q2	$11.7M	Hold	47,500	–	–	0.59%	60
2023 Q1	$10.9M	Hold	47,500	–	–	0.55%	53
2022 Q4	$11.4M	Sell	47,500 -5,000	-10%	-$1.09M	0.55%	62
2022 Q3	$8.61M	Hold	52,500	–	–	0.56%	53
2022 Q2	$5.61M	Buy	+52,500	New	+$11.1M	0.43%	38

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baader Bank Aktiengesellschaft's CAT Position: Q1 2026 in Review

Baader Bank Aktiengesellschaft reduced its Caterpillar (CAT) stake by 16% in Q1 2026, selling an estimated $1.52M and leaving 11,725 shares worth $8.26M. The position accounts for 0.64% of the portfolio, ranked #32.

Baader Bank Aktiengesellschaft first reported a position in CAT in Q3 2022 and has held it in 15 quarters since. The position peaked at $12.9M in Q1 2024. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Baader Bank Aktiengesellschaft held 11,725 shares of Caterpillar worth $8.26M as of Q1 2026.
Baader Bank Aktiengesellschaft sold 2,190 Caterpillar shares in Q1 2026, an estimated $1.52M.
Caterpillar made up 0.64% of Baader Bank Aktiengesellschaft's portfolio in Q1 2026, its #32 holding.
Baader Bank Aktiengesellschaft first reported a position in Caterpillar in Q3 2022 and has held it in 15 quarters since.
Baader Bank Aktiengesellschaft's Caterpillar position peaked at $12.9M in Q1 2024.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Baader Bank Aktiengesellschaft's 13F filing for Q1 2026, filed 8 May 2026.