Kimelman & Baird’s Caterpillar CAT Stock Holding History

Kimelman & Baird’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	$132K	Hold	124	–	–	0.01%	129
2026 Q1	$87.8K	Buy	124 +24	+24%	+$16.6K	0.01%	149
2025 Q4	$57.3K	Hold	100	–	–	﹤0.01%	165
2025 Q3	$47.7K	Hold	100	–	–	﹤0.01%	185
2025 Q2	$38.8K	Hold	100	–	–	﹤0.01%	205
2025 Q1	$33K	Hold	100	–	–	﹤0.01%	219
2024 Q4	$36.3K	Hold	100	–	–	﹤0.01%	219
2024 Q3	$39.1K	Buy	100 +30	+43%	+$10.4K	﹤0.01%	214
2024 Q2	$23.3K	Buy	+70	New	+$24.3K	﹤0.01%	236
2015 Q2	$292K	Sell	3,437 -1,610	-32%	-$138K	0.05%	99
2015 Q1	$404K	Hold	5,047	–	–	0.07%	85
2014 Q4	$462K	Hold	5,047	–	–	0.08%	85
2014 Q3	$500K	Hold	5,047	–	–	0.09%	82
2014 Q2	$548K	Hold	5,047	–	–	0.1%	82
2014 Q1	$502K	Buy	5,047 +500	+11%	+$47.2K	0.09%	79
2013 Q4	$413K	Sell	4,547 -500	-10%	-$42.7K	0.08%	80
2013 Q3	$421K	Buy	5,047 +500	+11%	+$42.3K	0.08%	80
2013 Q2	$375K	Buy	+4,547	New	+$387K	0.08%	80

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Kimelman & Baird's CAT Position: Q2 2026 in Review

Kimelman & Baird held its Caterpillar (CAT) position steady in Q2 2026 at 124 shares worth $132K. The position accounts for 0.01% of the portfolio, ranked #129.

Kimelman & Baird first reported a position in CAT in Q2 2013 and has held it in 18 quarters since. The position peaked at $548K in Q2 2014. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Kimelman & Baird held 124 shares of Caterpillar worth $132K as of Q2 2026.
Kimelman & Baird left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.01% of Kimelman & Baird's portfolio in Q2 2026, its #129 holding.
Kimelman & Baird first reported a position in Caterpillar in Q2 2013 and has held it in 18 quarters since.
Kimelman & Baird's Caterpillar position peaked at $548K in Q2 2014.
4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Kimelman & Baird's 13F filing for Q2 2026, filed 5 Aug 2026.