Eagle Bay Advisors
CAT icon

Eagle Bay Advisors’s Caterpillar CAT Stock Holding History

Eagle Bay 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
Q3 		$206K Sell
254
-11
-4% -$9.33K 0.15% 139
2026
Q2 		$282K Buy
+265
New +$233K 0.21% 101
2025
Q1 		– Sell
-344
Closed -$125K – 250
2024
Q4 		$125K Sell
344
-125
-27% -$48.5K 0.08% 166
2024
Q3 		$183K Sell
469
-15
-3% -$5.18K 0.07% 184
2024
Q2 		$161K Sell
484
-239
-33% -$82.9K 0.1% 141
2024
Q1 		$265K Sell
723
-108
-13% -$34.5K 0.17% 102
2023
Q4 		$246K Sell
831
-327
-28% -$84.8K 0.16% 113
2023
Q3 		$316K Buy
1,158
+293
+34% +$79.5K 0.15% 100
2023
Q2 		$213K Sell
865
-54
-6% -$12K 0.12% 119
2023
Q1 		$210K Sell
919
-233
-20% -$56.3K 0.12% 118
2022
Q4 		$276K Buy
1,152
+178
+18% +$38.8K 0.15% 100
2022
Q3 		$160K Buy
974
+183
+23% +$33.4K 0.1% 143
2022
Q2 		$141K Buy
+791
New +$167K 0.09% 155
2022
Q1 		– Sell
-915
Closed -$189K – 400
2021
Q4 		$189K Sell
915
-375
-29% -$75.5K 0.12% 104
2021
Q3 		$248K Buy
1,290
+543
+73% +$113K 0.14% 112
2021
Q2 		$164K Buy
+747
New +$173K 0.13% 99

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Eagle Bay Advisors's CAT Position: Q3 2026 in Review

Eagle Bay Advisors reduced its Caterpillar (CAT) stake by 4.2% in Q3 2026, selling an estimated $9.33K and leaving 254 shares worth $206K. The position accounts for 0.15% of the portfolio, ranked #139.

Eagle Bay Advisors first reported a position in CAT in Q2 2021 and has held it in 16 quarters since. The position peaked at $316K in Q3 2023. 1,609 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Eagle Bay Advisors held 254 shares of Caterpillar worth $206K as of Q3 2026.
  • Eagle Bay Advisors sold 11 Caterpillar shares in Q3 2026, an estimated $9.33K.
  • Caterpillar made up 0.15% of Eagle Bay Advisors's portfolio in Q3 2026, its #139 holding.
  • Eagle Bay Advisors first reported a position in Caterpillar in Q2 2021 and has held it in 16 quarters since.
  • Eagle Bay Advisors's Caterpillar position peaked at $316K in Q3 2023.
  • 1,609 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Eagle Bay Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.