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Leigh Baldwin & Co’s Caterpillar CAT Stock Holding History

Leigh Baldwin & 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
Q1 		$898K Buy
1,267
+6
+0.5% +$4.16K 0.58% 46
2025
Q4 		$722K Buy
1,261
+216
+21% +$120K 0.47% 51
2025
Q3 		$499K Buy
1,045
+40
+4% +$17.1K 0.28% 87
2025
Q2 		$390K Buy
1,005
+236
+31% +$78.7K 0.26% 100
2025
Q1 		$254K Sell
769
-186
-19% -$66.3K 0.2% 137
2024
Q4 		$346K Buy
+955
New +$370K 0.29% 97

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Leigh Baldwin & Co's CAT Position: Q1 2026 in Review

Leigh Baldwin & Co increased its Caterpillar (CAT) stake by 0.48% in Q1 2026, buying an estimated $4.16K and bringing the position to 1,267 shares worth $898K. The position accounts for 0.58% of the portfolio, ranked #46.

Leigh Baldwin & Co first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Leigh Baldwin & Co held 1,267 shares of Caterpillar worth $898K as of Q1 2026.
  • Leigh Baldwin & Co bought 6 Caterpillar shares in Q1 2026, an estimated $4.16K.
  • Caterpillar made up 0.58% of Leigh Baldwin & Co's portfolio in Q1 2026, its #46 holding.
  • Leigh Baldwin & Co first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Leigh Baldwin & Co's 13F filing for Q1 2026, filed 20 May 2026.