Baldwin Wealth Partners’s Caterpillar CAT Stock Holding History

Baldwin Wealth Partners’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	$1.95M	Hold	1,831	–	–	0.13%	86
2026 Q1	$1.3M	Sell	1,831 -16	-0.9%	-$11.1K	0.09%	98
2025 Q4	$1.06M	Sell	1,847 -20	-1%	-$11.1K	0.07%	111
2025 Q3	$891K	Hold	1,867	–	–	0.06%	116
2025 Q2	$725K	Sell	1,867 -88	-5%	-$29.3K	0.05%	120
2025 Q1	$645K	Buy	1,955 +30	+2%	+$10.7K	0.05%	124
2024 Q4	$698K	Buy	1,925 +176	+10%	+$68.3K	0.05%	122
2024 Q3	$684K	Buy	1,749 +697	+66%	+$241K	0.05%	157
2024 Q2	$350K	Buy	1,052 +2	+0.2%	+$693	0.03%	165
2024 Q1	$385K	Sell	1,050 -50	-5%	-$16K	0.03%	167
2023 Q4	$325K	Sell	1,100 -6	-0.5%	-$1.56K	0.03%	179
2023 Q3	$302K	Sell	1,106 -50	-4%	-$13.6K	0.03%	194
2023 Q2	$284K	Sell	1,156 -1,000	-46%	-$223K	0.02%	206
2023 Q1	$493K	Hold	2,156	–	–	0.04%	157
2022 Q4	$516K	Buy	2,156 +1,656	+331%	+$361K	0.05%	153
2022 Q3	$82K	Hold	500	–	–	0.01%	260
2022 Q2	$89K	Hold	500	–	–	0.01%	266
2022 Q1	$111K	Hold	500	–	–	0.01%	262
2021 Q4	$103K	Hold	500	–	–	0.01%	260
2021 Q3	$96K	Sell	500 -585	-54%	-$122K	0.01%	264
2021 Q2	$237K	Buy	1,085 +525	+94%	+$121K	0.03%	181
2021 Q1	$130K	Buy	560 +185	+49%	+$38.3K	0.02%	231
2020 Q4	$68K	Hold	375	–	–	0.01%	283
2020 Q3	$56K	Hold	375	–	–	0.01%	283
2020 Q2	$47K	Sell	375 -25	-6%	-$2.96K	0.01%	297
2020 Q1	$46K	Hold	400	–	–	0.01%	283
2019 Q4	$59K	Hold	400	–	–	0.01%	298
2019 Q3	$51K	Hold	400	–	–	0.01%	299
2019 Q2	$55K	Hold	400	–	–	0.01%	295
2019 Q1	$54K	Sell	400 -150	-27%	-$19.9K	0.01%	292
2018 Q4	$70K	Sell	550 -174	-24%	-$22.6K	0.01%	256
2018 Q3	$111K	Hold	724	–	–	0.02%	241
2018 Q2	$98K	Buy	724 +25	+4%	+$3.73K	0.02%	253
2018 Q1	$103K	Sell	699 -75	-10%	-$11.8K	0.02%	238
2017 Q4	$122K	Sell	774 -50	-6%	-$6.93K	0.02%	232
2017 Q3	$103K	Buy	824 +137	+20%	+$15.8K	0.02%	232
2017 Q2	$74K	Buy	687 +87	+15%	+$8.84K	0.01%	261
2017 Q1	$56K	Hold	600	–	–	0.01%	284
2016 Q4	$56K	Hold	600	–	–	0.01%	284
2016 Q3	$53K	Hold	600	–	–	0.01%	296
2016 Q2	$45K	Buy	600 +150	+33%	+$11.2K	0.01%	279
2016 Q1	$34K	Buy	+450	New	+$30.2K	0.01%	321
2013 Q3	–	Sell	-3,300	Closed	-$272K	–	240
2013 Q2	$272K	Buy	+3,300	New	+$281K	0.05%	183

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Baldwin Wealth Partners's CAT Position: Q2 2026 in Review

Baldwin Wealth Partners held its Caterpillar (CAT) position steady in Q2 2026 at 1,831 shares worth $1.95M. The position accounts for 0.13% of the portfolio, ranked #86.

Baldwin Wealth Partners first reported a position in CAT in Q2 2013 and has held it in 43 quarters since. 1,913 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Baldwin Wealth Partners held 1,831 shares of Caterpillar worth $1.95M as of Q2 2026.
Baldwin Wealth Partners left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.13% of Baldwin Wealth Partners's portfolio in Q2 2026, its #86 holding.
Baldwin Wealth Partners first reported a position in Caterpillar in Q2 2013 and has held it in 43 quarters since.
1,913 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.