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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
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

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Baron Wealth Management's CAT Position: Q2 2026 in Review

Baron Wealth Management increased its Caterpillar (CAT) stake by 4.7% in Q2 2026, buying an estimated $59.7K and bringing the position to 1,528 shares worth $1.63M. The position accounts for 0.42% of the portfolio, ranked #29.

Baron Wealth Management first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 1,225 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Baron Wealth Management held 1,528 shares of Caterpillar worth $1.63M as of Q2 2026.
  • Baron Wealth Management bought 68 Caterpillar shares in Q2 2026, an estimated $59.7K.
  • Caterpillar made up 0.42% of Baron Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Baron Wealth Management first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
  • 1,225 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.