BayBridge Capital Group’s Caterpillar CAT Stock Holding History

BayBridge Capital Group’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	$3.48M	Sell	3,269 -1,095	-25%	-$962K	1.81%	13
2026 Q1	$2.5M	Hold	4,364	–	–	1.55%	13
2025 Q4	$2.5M	Sell	4,364 -26	-0.6%	-$14.5K	1.55%	13
2025 Q3	$2.09M	Sell	4,390 -208	-5%	-$88.8K	1.34%	16
2025 Q2	$1.78M	Buy	4,598 +125	+3%	+$41.7K	1.15%	22
2025 Q1	$1.48M	Buy	4,473 +2,469	+123%	+$879K	1.06%	32
2024 Q4	$727K	Buy	2,004 +11	+0.6%	+$4.27K	0.53%	52
2024 Q3	$780K	Buy	1,993 +521	+35%	+$180K	0.56%	50
2024 Q2	$490K	Buy	1,472 +58	+4%	+$20.1K	0.38%	63
2024 Q1	$506K	Buy	+1,414	New	+$452K	0.44%	52

Other funds holding CAT

SMDAM

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

BayBridge Capital Group's CAT Position: Q2 2026 in Review

BayBridge Capital Group reduced its Caterpillar (CAT) stake by 25% in Q2 2026, selling an estimated $962K and leaving 3,269 shares worth $3.48M. The position accounts for 1.81% of the portfolio, ranked #13.

BayBridge Capital Group first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. 976 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

BayBridge Capital Group held 3,269 shares of Caterpillar worth $3.48M as of Q2 2026.
BayBridge Capital Group sold 1,095 Caterpillar shares in Q2 2026, an estimated $962K.
Caterpillar made up 1.81% of BayBridge Capital Group's portfolio in Q2 2026, its #13 holding.
BayBridge Capital Group first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
976 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on BayBridge Capital Group's 13F filing for Q2 2026, filed 14 Jul 2026.