J.L. Bainbridge & Co
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J.L. Bainbridge & Co’s Caterpillar CAT Stock Holding History

J.L. Bainbridge & Co’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 		$319K Sell
393
-4
-1% -$3.39K 0.02% 86
2026
Q2 		$423K Hold
397
– – 0.03% 74
2026
Q1 		$281K Sell
397
-22
-5% -$15.2K 0.03% 85
2025
Q4 		$240K Hold
419
– – 0.02% 89
2025
Q3 		$200K Buy
+419
New +$179K 0.02% 102

Other funds holding CAT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

J.L. Bainbridge & Co's CAT Position: Q3 2026 in Review

J.L. Bainbridge & Co reduced its Caterpillar (CAT) stake by 1% in Q3 2026, selling an estimated $3.39K and leaving 393 shares worth $319K. The position accounts for 0.02% of the portfolio, ranked #86.

J.L. Bainbridge & Co first reported a position in CAT in Q3 2025 and has held it in 5 quarters since. The position peaked at $423K in Q2 2026. 2,469 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • J.L. Bainbridge & Co held 393 shares of Caterpillar worth $319K as of Q3 2026.
  • J.L. Bainbridge & Co sold 4 Caterpillar shares in Q3 2026, an estimated $3.39K.
  • Caterpillar made up 0.02% of J.L. Bainbridge & Co's portfolio in Q3 2026, its #86 holding.
  • J.L. Bainbridge & Co first reported a position in Caterpillar in Q3 2025 and has held it in 5 quarters since.
  • J.L. Bainbridge & Co's Caterpillar position peaked at $423K in Q2 2026.
  • 2,469 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on J.L. Bainbridge & Co's 13F filing for Q3 2026, filed 20 Oct 2026.