BC
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Bayforest Capital’s Caterpillar CAT Stock Holding History

Bayforest Capital’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
Q1 		$65.9K Sell
93
-421
-82% -$292K 0.07% 488
2025
Q4 		$294K Buy
514
+501
+3,854% +$278K 0.22% 147
2025
Q3 		$6.2K Buy
+13
New +$5.55K ﹤0.01% 688
2025
Q1 		– Sell
-32
Closed -$11.6K – 745
2024
Q4 		$11.6K Buy
+32
New +$12.4K 0.01% 620

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bayforest Capital's CAT Position: Q1 2026 in Review

Bayforest Capital reduced its Caterpillar (CAT) stake by 82% in Q1 2026, selling an estimated $292K and leaving 93 shares worth $65.9K. The position accounts for 0.07% of the portfolio, ranked #488.

Bayforest Capital first reported a position in CAT in Q4 2024 and has held it in 4 quarters since. The position peaked at $294K in Q4 2025. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Bayforest Capital held 93 shares of Caterpillar worth $65.9K as of Q1 2026.
  • Bayforest Capital sold 421 Caterpillar shares in Q1 2026, an estimated $292K.
  • Caterpillar made up 0.07% of Bayforest Capital's portfolio in Q1 2026, its #488 holding.
  • Bayforest Capital first reported a position in Caterpillar in Q4 2024 and has held it in 4 quarters since.
  • Bayforest Capital's Caterpillar position peaked at $294K in Q4 2025.
  • 3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Bayforest Capital's 13F filing for Q1 2026, filed 15 Apr 2026.