Baker Tilly Wealth Management’s Caterpillar CAT Stock Holding History

Baker Tilly Wealth Management’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	$1.08M	Sell	1,010 -7	-0.7%	-$6.15K	0.23%	82
2026 Q1	$721K	Sell	1,017 -59	-5%	-$40.9K	0.18%	118
2025 Q4	$616K	Sell	1,076 -83	-7%	-$46.1K	0.15%	138
2025 Q3	$553K	Sell	1,159 -224	-16%	-$95.6K	0.12%	139
2025 Q2	$537K	Buy	1,383 +138	+11%	+$46K	0.19%	113
2025 Q1	$411K	Sell	1,245 -49	-4%	-$17.5K	0.16%	140
2024 Q4	$469K	Buy	1,294 +206	+19%	+$79.9K	0.18%	123
2024 Q3	$426K	Sell	1,088 -1,885	-63%	-$651K	0.19%	130
2024 Q2	$990K	Sell	2,973 -1,431	-32%	-$496K	0.41%	50
2024 Q1	$1.61M	Sell	4,404 -309	-7%	-$98.8K	0.29%	80
2023 Q4	$1.39M	Sell	4,713 -182	-4%	-$47.2K	0.23%	100
2023 Q3	$1.34M	Sell	4,895 -41	-0.8%	-$11.1K	0.22%	97
2023 Q2	$1.21M	Sell	4,936 -32	-0.6%	-$7.13K	0.13%	174
2023 Q1	$1.14M	Buy	4,968 +380	+8%	+$91.9K	0.13%	178
2022 Q4	$1.1M	Buy	4,588 +438	+11%	+$95.4K	0.14%	171
2022 Q3	$681K	Sell	4,150 -1,571	-27%	-$287K	0.09%	233
2022 Q2	$1.02M	Buy	5,721 +19	+0.3%	+$4K	0.13%	165
2022 Q1	$1.27M	Sell	5,702 -124	-2%	-$26K	0.14%	150
2021 Q4	$1.2M	Buy	5,826 +1,778	+44%	+$358K	0.13%	169
2021 Q3	$777K	Sell	4,048 -13	-0.3%	-$2.71K	0.1%	210
2021 Q2	$884K	Buy	4,061 +422	+12%	+$97.5K	0.14%	163
2021 Q1	$844K	Buy	3,639 +4	+0.1%	+$828	0.17%	143
2020 Q4	$662K	Buy	+3,635	New	+$616K	0.2%	115

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Baker Tilly Wealth Management's CAT Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Caterpillar (CAT) stake by 0.69% in Q2 2026, selling an estimated $6.15K and leaving 1,010 shares worth $1.08M. The position accounts for 0.23% of the portfolio, ranked #82.

Baker Tilly Wealth Management first reported a position in CAT in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.61M in Q1 2024. 1,963 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Baker Tilly Wealth Management held 1,010 shares of Caterpillar worth $1.08M as of Q2 2026.
Baker Tilly Wealth Management sold 7 Caterpillar shares in Q2 2026, an estimated $6.15K.
Caterpillar made up 0.23% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #82 holding.
Baker Tilly Wealth Management first reported a position in Caterpillar in Q4 2020 and has held it in 23 quarters since.
Baker Tilly Wealth Management's Caterpillar position peaked at $1.61M in Q1 2024.
1,963 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.