Baugh & Associates
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Baugh & Associates’s Caterpillar CAT Stock Holding History

Baugh & Associates’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 		$405K Hold
500
– – 0.18% 36
2026
Q2 		$532K Hold
500
– – 0.24% 35
2026
Q1 		$354K Hold
500
– – 0.15% 37
2025
Q4 		$286K Hold
500
– – 0.14% 38
2025
Q3 		$239K Buy
+500
New +$213K 0.12% 40
2024
Q4 		– Sell
-600
Closed -$235K – 40
2024
Q3 		$235K Buy
+600
New +$207K 0.12% 39
2024
Q2 		– Sell
-600
Closed -$220K – 40
2024
Q1 		$220K Buy
+600
New +$192K 0.12% 39
2020
Q3 		– Sell
-18,566
Closed -$2.35M – 40
2020
Q2 		$2.35M Sell
18,566
-1,720
-8% -$204K 1.87% 28
2020
Q1 		$2.35M Sell
20,286
-462
-2% -$59K 2.28% 23
2019
Q4 		$3.06M Sell
20,748
-560
-3% -$78.2K 2.24% 29
2019
Q3 		$2.69M Sell
21,308
-489
-2% -$62.1K 2.09% 31
2019
Q2 		$2.97M Sell
21,797
-169
-0.8% -$22.3K 2.35% 29
2019
Q1 		$2.98M Sell
21,966
-129
-0.6% -$17.1K 2.38% 30
2018
Q4 		$2.81M Sell
22,095
-40
-0.2% -$5.2K 2.42% 29
2018
Q3 		$3.38M Sell
22,135
-73
-0.3% -$10.3K 2.7% 16
2018
Q2 		$3.01M Sell
22,208
-415
-2% -$62K 2.63% 20
2018
Q1 		$3.33M Buy
22,623
+8,563
+61% +$1.35M 2.69% 17
2017
Q4 		$2.22M Buy
+14,060
New +$1.95M 1.87% 31

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Baugh & Associates's CAT Position: Q3 2026 in Review

Baugh & Associates held its Caterpillar (CAT) position steady in Q3 2026 at 500 shares worth $405K. The position accounts for 0.18% of the portfolio, ranked #36.

Baugh & Associates first reported a position in CAT in Q4 2017 and has held it in 18 quarters since. The position peaked at $3.38M in Q3 2018. 1,863 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Baugh & Associates held 500 shares of Caterpillar worth $405K as of Q3 2026.
  • Baugh & Associates left its Caterpillar share count unchanged in Q3 2026.
  • Caterpillar made up 0.18% of Baugh & Associates's portfolio in Q3 2026, its #36 holding.
  • Baugh & Associates first reported a position in Caterpillar in Q4 2017 and has held it in 18 quarters since.
  • Baugh & Associates's Caterpillar position peaked at $3.38M in Q3 2018.
  • 1,863 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Baugh & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.