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Baxter Bros Inc’s Caterpillar CAT Stock Holding History

Baxter Bros Inc’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 		$666K Hold
625
– – 0.08% 111
2026
Q1 		$443K Sell
625
-50
-7% -$34.6K 0.05% 119
2025
Q4 		$387K Buy
675
+5
+0.7% +$2.78K 0.04% 124
2025
Q3 		$320K Sell
670
-1
-0.1% -$427 0.04% 135
2025
Q2 		$260K Sell
671
-75
-10% -$25K 0.03% 136
2025
Q1 		$246K Sell
746
-20
-3% -$7.12K 0.03% 139
2024
Q4 		$278K Hold
766
– – 0.04% 134
2024
Q3 		$300K Sell
766
-95
-11% -$32.8K 0.04% 135
2024
Q2 		$287K Buy
861
+1
+0.1% +$347 0.04% 130
2024
Q1 		$315K Sell
860
-10
-1% -$3.2K 0.04% 129
2023
Q4 		$257K Sell
870
-120
-12% -$31.1K 0.04% 135
2023
Q3 		$270K Hold
990
– – 0.04% 131
2023
Q2 		$244K Sell
990
-100
-9% -$22.3K 0.04% 121
2023
Q1 		$249K Hold
1,090
– – 0.04% 121
2022
Q4 		$261K Buy
+1,090
New +$237K 0.04% 116
2022
Q3 		– Sell
-1,155
Closed -$206K – 126
2022
Q2 		$206K Hold
1,155
– – 0.04% 117
2022
Q1 		$257K Hold
1,155
– – 0.04% 118
2021
Q4 		$239K Hold
1,155
– – 0.03% 117
2021
Q3 		$222K Hold
1,155
– – 0.04% 119
2021
Q2 		$251K Hold
1,155
– – 0.04% 115
2021
Q1 		$268K Hold
1,155
– – 0.05% 113
2020
Q4 		$210K Buy
+1,155
New +$196K 0.04% 115
2020
Q1 		– Sell
-1,580
Closed -$233K – 109
2019
Q4 		$233K Sell
1,580
-300
-16% -$41.9K 0.05% 109
2019
Q3 		$237K Sell
1,880
-75
-4% -$9.53K 0.05% 101
2019
Q2 		$266K Buy
+1,955
New +$258K 0.06% 100

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Baxter Bros Inc's CAT Position: Q2 2026 in Review

Baxter Bros Inc held its Caterpillar (CAT) position steady in Q2 2026 at 625 shares worth $666K. The position accounts for 0.08% of the portfolio, ranked #111.

Baxter Bros Inc first reported a position in CAT in Q2 2019 and has held it in 25 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Baxter Bros Inc held 625 shares of Caterpillar worth $666K as of Q2 2026.
  • Baxter Bros Inc left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.08% of Baxter Bros Inc's portfolio in Q2 2026, its #111 holding.
  • Baxter Bros Inc first reported a position in Caterpillar in Q2 2019 and has held it in 25 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Baxter Bros Inc's 13F filing for Q2 2026, filed 6 Aug 2026.