Baird Financial Group
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Baird Financial Group’s Caterpillar CAT Stock Holding History

Baird Financial Group’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 		$217M Sell
306,859
-14,643
-5% -$10.1M 0.34% 60
2025
Q4 		$184M Buy
321,502
+1,799
+0.6% +$1,000K 0.29% 63
2025
Q3 		$153M Buy
319,703
+4,122
+1% +$1.76M 0.25% 68
2025
Q2 		$123M Sell
315,581
-90,394
-22% -$30.1M 0.21% 80
2025
Q1 		$134M Buy
405,975
+2,958
+0.7% +$1.05M 0.26% 72
2024
Q4 		$146M Buy
403,017
+1,836
+0.5% +$712K 0.28% 70
2024
Q3 		$157M Buy
401,181
+895
+0.2% +$309K 0.3% 68
2024
Q2 		$133M Buy
400,286
+2,775
+0.7% +$962K 0.28% 71
2024
Q1 		$146M Sell
397,511
-36,241
-8% -$11.6M 0.31% 64
2023
Q4 		$128M Sell
433,752
-55,082
-11% -$14.3M 0.29% 71
2023
Q3 		$133M Buy
488,834
+13,525
+3% +$3.67M 0.36% 56
2023
Q2 		$117M Sell
475,309
-7,231
-1% -$1.61M 0.31% 70
2023
Q1 		$110M Sell
482,540
-86,728
-15% -$21M 0.27% 78
2022
Q4 		$136M Sell
569,268
-158,288
-22% -$34.5M 0.36% 53
2022
Q3 		$119M Sell
727,556
-111,664
-13% -$20.4M 0.35% 56
2022
Q2 		$150M Sell
839,220
-7,520
-0.9% -$1.58M 0.42% 50
2022
Q1 		$189M Buy
846,740
+84,542
+11% +$17.7M 0.47% 45
2021
Q4 		$158M Buy
762,198
+55,604
+8% +$11.2M 0.37% 57
2021
Q3 		$136M Buy
706,594
+72,822
+11% +$15.2M 0.35% 57
2021
Q2 		$138M Buy
633,772
+48,664
+8% +$11.2M 0.36% 58
2021
Q1 		$136M Buy
585,108
+44,432
+8% +$9.2M 0.38% 56
2020
Q4 		$98.4M Buy
540,676
+18,029
+3% +$3.06M 0.29% 77
2020
Q3 		$78M Buy
522,647
+211,402
+68% +$29.7M 0.27% 90
2020
Q2 		$39.4M Sell
311,245
-5,852
-2% -$694K 0.15% 174
2020
Q1 		$36.8M Buy
317,097
+43,895
+16% +$5.61M 0.17% 157
2019
Q4 		$40.3M Sell
273,202
-22,984
-8% -$3.21M 0.14% 171
2019
Q3 		$37.4M Sell
296,186
-18,601
-6% -$2.36M 0.15% 173
2019
Q2 		$42.9M Buy
314,787
+107,274
+52% +$14.2M 0.17% 152
2019
Q1 		$28.1M Buy
207,513
+35,440
+21% +$4.71M 0.16% 166
2018
Q4 		$21.9M Buy
172,073
+57,066
+50% +$7.42M 0.15% 178
2018
Q3 		$17.5M Buy
115,007
+8,872
+8% +$1.25M 0.11% 220
2018
Q2 		$14.4M Buy
106,135
+20
+0% +$2.99K 0.1% 240
2018
Q1 		$15.6M Sell
106,115
-63,183
-37% -$9.98M 0.11% 218
2017
Q4 		$26.7M Buy
169,298
+2,622
+2% +$364K 0.19% 151
2017
Q3 		$20.8M Sell
166,676
-28
-0% -$3.23K 0.16% 167
2017
Q2 		$17.9M Buy
166,704
+585
+0.4% +$59.4K 0.14% 187
2017
Q1 		$15.4M Sell
166,119
-52,629
-24% -$4.98M 0.12% 197
2016
Q4 		$20.3M Buy
218,748
+37,785
+21% +$3.42M 0.18% 160
2016
Q3 		$16.1M Buy
180,963
+10,508
+6% +$860K 0.14% 170
2016
Q2 		$13M Buy
170,455
+39,228
+30% +$2.94M 0.12% 187
2016
Q1 		$10M Sell
131,227
-11,996
-8% -$805K 0.1% 220
2015
Q4 		$9.73M Sell
143,223
-1,525
-1% -$107K 0.1% 220
2015
Q3 		$9.46M Sell
144,748
-4,968
-3% -$380K 0.1% 206
2015
Q2 		$12.7M Buy
+149,716
New +$12.9M 0.13% 187

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group's CAT Position: Q1 2026 in Review

Baird Financial Group reduced its Caterpillar (CAT) stake by 4.6% in Q1 2026, selling an estimated $10.1M and leaving 306,859 shares worth $217M. The position accounts for 0.34% of the portfolio, ranked #60.

Baird Financial Group first reported a position in CAT in Q2 2015 and has held it in 44 quarters since. 3,736 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Baird Financial Group held 306,859 shares of Caterpillar worth $217M as of Q1 2026.
  • Baird Financial Group sold 14,643 Caterpillar shares in Q1 2026, an estimated $10.1M.
  • Caterpillar made up 0.34% of Baird Financial Group's portfolio in Q1 2026, its #60 holding.
  • Baird Financial Group first reported a position in Caterpillar in Q2 2015 and has held it in 44 quarters since.
  • 3,736 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.