Baldwin Investment Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.87M | Buy |
8,327
+287
| +4% | +$252K | 0.86% | 16 |
|
|
2026
Q1 | $5.7M | Sell |
8,040
-159
| -2% | -$110K | 0.67% | 20 |
|
|
2025
Q4 | $4.7M | Sell |
8,199
-383
| -4% | -$213K | 0.53% | 29 |
|
|
2025
Q3 | $4.09M | Sell |
8,582
-195
| -2% | -$83.2K | 0.47% | 30 |
|
|
2025
Q2 | $3.41M | Sell |
8,777
-213
| -2% | -$71K | 0.41% | 33 |
|
|
2025
Q1 | $2.96M | Buy |
8,990
+1,195
| +15% | +$426K | 0.36% | 34 |
|
|
2024
Q4 | $2.83M | Sell |
7,795
-1,956
| -20% | -$759K | 0.37% | 41 |
|
|
2024
Q3 | $3.81M | Sell |
9,751
-302
| -3% | -$104K | 0.48% | 33 |
|
|
2024
Q2 | $3.35M | Hold |
10,053
| – | – | 0.46% | 33 |
|
|
2024
Q1 | $3.68M | Buy |
10,053
+60
| +0.6% | +$19.2K | 0.5% | 29 |
|
|
2023
Q4 | $2.95M | Buy |
9,993
+10
| +0.1% | +$2.59K | 0.46% | 32 |
|
|
2023
Q3 | $2.73M | Buy |
9,983
+575
| +6% | +$156K | 0.46% | 32 |
|
|
2023
Q2 | $2.31M | Buy |
9,408
+173
| +2% | +$38.6K | 0.38% | 44 |
|
|
2023
Q1 | $2.11M | Sell |
9,235
-93
| -1% | -$22.5K | 0.38% | 47 |
|
|
2022
Q4 | $2.23M | Sell |
9,328
-15
| -0.2% | -$3.27K | 0.4% | 45 |
|
|
2022
Q3 | $1.53K | Buy |
9,343
+500
| +6% | +$91.3K | 0.31% | 58 |
|
|
2022
Q2 | $1.58K | Sell |
8,843
-200
| -2% | -$42.1K | 0.3% | 62 |
|
|
2022
Q1 | $2.02K | Sell |
9,043
-200
| -2% | -$41.9K | 0.31% | 56 |
|
|
2021
Q4 | $1.91K | Buy |
9,243
+1,670
| +22% | +$336K | 0.3% | 61 |
|
|
2021
Q3 | $1.45M | Sell |
7,573
-100
| -1% | -$20.8K | 0.25% | 69 |
|
|
2021
Q2 | $1.67M | Sell |
7,673
-1,505
| -16% | -$348K | 0.28% | 64 |
|
|
2021
Q1 | $2.13M | Sell |
9,178
-110
| -1% | -$22.8K | 0.39% | 47 |
|
|
2020
Q4 | $1.69M | Buy |
9,288
+675
| +8% | +$114K | 0.33% | 57 |
|
|
2020
Q3 | $1.28M | Buy |
8,613
+4,613
| +115% | +$648K | 0.3% | 55 |
|
|
2020
Q2 | $506K | Buy |
4,000
+200
| +5% | +$23.7K | 0.16% | 92 |
|
|
2020
Q1 | $441K | Sell |
3,800
-325
| -8% | -$41.5K | 0.15% | 88 |
|
|
2019
Q4 | $609K | Sell |
4,125
-150
| -4% | -$20.9K | 0.16% | 90 |
|
|
2019
Q3 | $540K | Sell |
4,275
-100
| -2% | -$12.7K | 0.16% | 98 |
|
|
2019
Q2 | $596K | Buy |
4,375
+100
| +2% | +$13.2K | 0.17% | 90 |
|
|
2019
Q1 | $579K | Hold |
4,275
| – | – | 0.17% | 90 |
|
|
2018
Q4 | $543K | Hold |
4,275
| – | – | 0.17% | 85 |
|
|
2018
Q3 | $652K | Hold |
4,275
| – | – | 0.19% | 84 |
|
|
2018
Q2 | $580K | Buy |
+4,275
| New | +$639K | 0.18% | 90 |
|
Other funds holding CAT
Baldwin Investment Management's CAT Position: Q2 2026 in Review
Baldwin Investment Management increased its Caterpillar (CAT) stake by 3.6% in Q2 2026, buying an estimated $252K and bringing the position to 8,327 shares worth $8.87M. The position accounts for 0.86% of the portfolio, ranked #16.
Baldwin Investment Management first reported a position in CAT in Q2 2018 and has held it in 33 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Baldwin Investment Management held 8,327 shares of Caterpillar worth $8.87M as of Q2 2026.
- Baldwin Investment Management bought 287 Caterpillar shares in Q2 2026, an estimated $252K.
- Caterpillar made up 0.86% of Baldwin Investment Management's portfolio in Q2 2026, its #16 holding.
- Baldwin Investment Management first reported a position in Caterpillar in Q2 2018 and has held it in 33 quarters since.
- 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.