Baron Wealth Management
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Baron Wealth Management’s Caterpillar CAT Stock Holding History

Baron 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 		$1.15M Sell
1,412
-116
-8% -$98.4K 0.29% 41
2026
Q2 		$1.63M Buy
1,528
+68
+5% +$59.7K 0.42% 29
2026
Q1 		$1.03M Buy
1,460
+30
+2% +$20.8K 0.31% 38
2025
Q4 		$819K Buy
1,430
+84
+6% +$46.7K 0.25% 57
2025
Q3 		$642K Buy
1,346
+49
+4% +$20.9K 0.21% 66
2025
Q2 		$504K Sell
1,297
-22
-2% -$7.33K 0.18% 79
2025
Q1 		$435K Buy
1,319
+126
+11% +$44.9K 0.19% 85
2024
Q4 		$433K Buy
1,193
+72
+6% +$27.9K 0.2% 76
2024
Q3 		$438K Buy
1,121
+19
+2% +$6.56K 0.21% 73
2024
Q2 		$367K Buy
1,102
+7
+0.6% +$2.43K 0.19% 84
2024
Q1 		$401K Hold
1,095
– – 0.21% 75
2023
Q4 		$324K Buy
1,095
+95
+10% +$24.6K 0.18% 95
2023
Q3 		$273K Hold
1,000
– – 0.17% 103
2023
Q2 		$246K Hold
1,000
– – 0.16% 113
2023
Q1 		$229K Hold
1,000
– – 0.16% 112
2022
Q4 		$240K Buy
+1,000
New +$218K 0.18% 102

Other funds holding CAT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Baron Wealth Management's CAT Position: Q3 2026 in Review

Baron Wealth Management reduced its Caterpillar (CAT) stake by 7.6% in Q3 2026, selling an estimated $98.4K and leaving 1,412 shares worth $1.15M. The position accounts for 0.29% of the portfolio, ranked #41.

Baron Wealth Management first reported a position in CAT in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.63M in Q2 2026. 2,402 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Baron Wealth Management held 1,412 shares of Caterpillar worth $1.15M as of Q3 2026.
  • Baron Wealth Management sold 116 Caterpillar shares in Q3 2026, an estimated $98.4K.
  • Caterpillar made up 0.29% of Baron Wealth Management's portfolio in Q3 2026, its #41 holding.
  • Baron Wealth Management first reported a position in Caterpillar in Q4 2022 and has held it in 16 quarters since.
  • Baron Wealth Management's Caterpillar position peaked at $1.63M in Q2 2026.
  • 2,402 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.