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 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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Baugh & Associates's CAT Position: Q2 2026 in Review

Baugh & Associates held its Caterpillar (CAT) position steady in Q2 2026 at 500 shares worth $532K. The position accounts for 0.24% of the portfolio, ranked #35.

Baugh & Associates first reported a position in CAT in Q4 2017 and has held it in 17 quarters since. The position peaked at $3.38M in Q3 2018. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Baugh & Associates held 500 shares of Caterpillar worth $532K as of Q2 2026.
Baugh & Associates left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.24% of Baugh & Associates's portfolio in Q2 2026, its #35 holding.
Baugh & Associates first reported a position in Caterpillar in Q4 2017 and has held it in 17 quarters since.
Baugh & Associates's Caterpillar position peaked at $3.38M in Q3 2018.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Baugh & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.