EBA
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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Eagle Bay Advisors's CAT Position: Q2 2026 in Review

Eagle Bay Advisors opened a new position in Caterpillar (CAT) in Q2 2026: 265 shares worth $282K. The stake represents 0.21% of the portfolio and ranks #101 among its holdings. This is a return to the name: Eagle Bay Advisors previously reported a position in CAT as recently as Q4 2024.

Eagle Bay Advisors first reported a position in CAT in Q2 2021 and has held it in 15 quarters since. The position peaked at $316K in Q3 2023. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Eagle Bay Advisors held 265 shares of Caterpillar worth $282K as of Q2 2026.
  • Caterpillar was a new Eagle Bay Advisors position in Q2 2026.
  • Caterpillar made up 0.21% of Eagle Bay Advisors's portfolio in Q2 2026, its #101 holding.
  • Eagle Bay Advisors first reported a position in Caterpillar in Q2 2021 and has held it in 15 quarters since.
  • Eagle Bay Advisors's Caterpillar position peaked at $316K in Q3 2023.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Eagle Bay Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.