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 Q3	$2.33M	Sell	2,868 -401	-12%	-$340K	1.22%	18
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

BayBridge Capital Group's CAT Position: Q3 2026 in Review

BayBridge Capital Group reduced its Caterpillar (CAT) stake by 12% in Q3 2026, selling an estimated $340K and leaving 2,868 shares worth $2.33M. The position accounts for 1.22% of the portfolio, ranked #18.

BayBridge Capital Group first reported a position in CAT in Q1 2024 and has held it in 11 quarters since. The position peaked at $3.48M in Q2 2026. 2,734 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

BayBridge Capital Group held 2,868 shares of Caterpillar worth $2.33M as of Q3 2026.
BayBridge Capital Group sold 401 Caterpillar shares in Q3 2026, an estimated $340K.
Caterpillar made up 1.22% of BayBridge Capital Group's portfolio in Q3 2026, its #18 holding.
BayBridge Capital Group first reported a position in Caterpillar in Q1 2024 and has held it in 11 quarters since.
BayBridge Capital Group's Caterpillar position peaked at $3.48M in Q2 2026.
2,734 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on BayBridge Capital Group's 13F filing for Q3 2026, filed 13 Oct 2026.