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 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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kimelman & Baird's CAT Position: Q1 2026 in Review

Kimelman & Baird increased its Caterpillar (CAT) stake by 24% in Q1 2026, buying an estimated $16.6K and bringing the position to 124 shares worth $87.8K. The position accounts for 0.01% of the portfolio, ranked #149.

Kimelman & Baird first reported a position in CAT in Q2 2013 and has held it in 17 quarters since. The position peaked at $548K in Q2 2014. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Kimelman & Baird held 124 shares of Caterpillar worth $87.8K as of Q1 2026.
Kimelman & Baird bought 24 Caterpillar shares in Q1 2026, an estimated $16.6K.
Caterpillar made up 0.01% of Kimelman & Baird's portfolio in Q1 2026, its #149 holding.
Kimelman & Baird first reported a position in Caterpillar in Q2 2013 and has held it in 17 quarters since.
Kimelman & Baird's Caterpillar position peaked at $548K in Q2 2014.
3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Kimelman & Baird's 13F filing for Q1 2026, filed 13 May 2026.