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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
Q2 		$308K Buy
289
+196
+211% +$172K 0.28% 65
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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

Bayforest Capital's CAT Position: Q2 2026 in Review

Bayforest Capital increased its Caterpillar (CAT) stake by 211% in Q2 2026, buying an estimated $172K and bringing the position to 289 shares worth $308K. The position accounts for 0.28% of the portfolio, ranked #65.

Bayforest Capital first reported a position in CAT in Q4 2024 and has held it in 5 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Bayforest Capital held 289 shares of Caterpillar worth $308K as of Q2 2026.
  • Bayforest Capital bought 196 Caterpillar shares in Q2 2026, an estimated $172K.
  • Caterpillar made up 0.28% of Bayforest Capital's portfolio in Q2 2026, its #65 holding.
  • Bayforest Capital first reported a position in Caterpillar in Q4 2024 and has held it in 5 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.