Baker Tilly Wealth Management
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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
Q3 		$799K Sell
986
-24
-2% -$20.4K 0.16% 115
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% -$7.14K 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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Baker Tilly Wealth Management's CAT Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its Caterpillar (CAT) stake by 2.4% in Q3 2026, selling an estimated $20.4K and leaving 986 shares worth $799K. The position accounts for 0.16% of the portfolio, ranked #115.

Baker Tilly Wealth Management first reported a position in CAT in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.61M in Q1 2024. 2,045 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Baker Tilly Wealth Management held 986 shares of Caterpillar worth $799K as of Q3 2026.
  • Baker Tilly Wealth Management sold 24 Caterpillar shares in Q3 2026, an estimated $20.4K.
  • Caterpillar made up 0.16% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #115 holding.
  • Baker Tilly Wealth Management first reported a position in Caterpillar in Q4 2020 and has held it in 24 quarters since.
  • Baker Tilly Wealth Management's Caterpillar position peaked at $1.61M in Q1 2024.
  • 2,045 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.