Baron Silver Stevens Financial Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
Baron Silver Stevens Financial Advisors's CAT Position: Q2 2026 in Review
Baron Silver Stevens Financial Advisors increased its Caterpillar (CAT) stake by 2.2% in Q2 2026, buying an estimated $14.9K and bringing the position to 794 shares worth $846K. The position accounts for 0.11% of the portfolio, ranked #72.
Baron Silver Stevens Financial Advisors first reported a position in CAT in Q4 2020 and has held it in 8 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Baron Silver Stevens Financial Advisors held 794 shares of Caterpillar worth $846K as of Q2 2026.
- Baron Silver Stevens Financial Advisors bought 17 Caterpillar shares in Q2 2026, an estimated $14.9K.
- Caterpillar made up 0.11% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #72 holding.
- Baron Silver Stevens Financial Advisors first reported a position in Caterpillar in Q4 2020 and has held it in 8 quarters since.
- 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.