Baring Financial’s Caterpillar CAT Stock Holding History

Baring Financial’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	$1.61M	Sell	1,992 -460	-19%	-$390K	0.86%	28
2026 Q2	$2.61M	Sell	2,452 -341	-12%	-$300K	1.44%	23
2026 Q1	$1.98M	Sell	2,793 -10	-0.4%	-$6.93K	1.21%	25
2025 Q4	$1.61M	Buy	2,803 +62	+2%	+$34.5K	0.98%	28
2025 Q3	$1.31M	Buy	2,741 +19	+0.7%	+$8.11K	0.89%	33
2025 Q2	$1.06M	Buy	2,722 +67	+3%	+$22.3K	0.79%	34
2025 Q1	$876K	Buy	2,655 +249	+10%	+$88.7K	0.74%	36
2024 Q4	$873K	Buy	+2,406	New	+$933K	0.78%	37

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Baring Financial's CAT Position: Q3 2026 in Review

Baring Financial reduced its Caterpillar (CAT) stake by 19% in Q3 2026, selling an estimated $390K and leaving 1,992 shares worth $1.61M. The position accounts for 0.86% of the portfolio, ranked #28.

Baring Financial first reported a position in CAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.61M in Q2 2026. 1,772 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Baring Financial held 1,992 shares of Caterpillar worth $1.61M as of Q3 2026.
Baring Financial sold 460 Caterpillar shares in Q3 2026, an estimated $390K.
Caterpillar made up 0.86% of Baring Financial's portfolio in Q3 2026, its #28 holding.
Baring Financial first reported a position in Caterpillar in Q4 2024 and has held it in 8 quarters since.
Baring Financial's Caterpillar position peaked at $2.61M in Q2 2026.
1,772 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Baring Financial's 13F filing for Q3 2026, filed 7 Oct 2026.