Bay Capital Advisors’s Caterpillar CAT Stock Holding History

Bay Capital Advisors’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	$1.35M	Hold	1,266	–	–	0.72%	23
2026 Q1	$897K	Sell	1,266 -8	-0.6%	-$5.54K	0.55%	32
2025 Q4	$730K	Buy	1,274 +146	+13%	+$81.1K	0.45%	44
2025 Q3	$538K	Hold	1,128	–	–	0.35%	60
2025 Q2	$438K	Sell	1,128 -3	-0.3%	-$1K	0.33%	69
2025 Q1	$373K	Sell	1,131 -150	-12%	-$53.4K	0.31%	71
2024 Q4	$465K	Buy	+1,281	New	+$497K	0.37%	64

Other funds holding CAT

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Bay Capital Advisors's CAT Position: Q2 2026 in Review

Bay Capital Advisors held its Caterpillar (CAT) position steady in Q2 2026 at 1,266 shares worth $1.35M. The position accounts for 0.72% of the portfolio, ranked #23.

Bay Capital Advisors first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Bay Capital Advisors held 1,266 shares of Caterpillar worth $1.35M as of Q2 2026.
Bay Capital Advisors left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.72% of Bay Capital Advisors's portfolio in Q2 2026, its #23 holding.
Bay Capital Advisors first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Bay Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.