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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
Q2 		$1.26M Sell
1,187
-80
-6% -$70.3K 0.68% 35
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Leigh Baldwin & Co's CAT Position: Q2 2026 in Review

Leigh Baldwin & Co reduced its Caterpillar (CAT) stake by 6.3% in Q2 2026, selling an estimated $70.3K and leaving 1,187 shares worth $1.26M. The position accounts for 0.68% of the portfolio, ranked #35.

Leigh Baldwin & Co first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Leigh Baldwin & Co held 1,187 shares of Caterpillar worth $1.26M as of Q2 2026.
  • Leigh Baldwin & Co sold 80 Caterpillar shares in Q2 2026, an estimated $70.3K.
  • Caterpillar made up 0.68% of Leigh Baldwin & Co's portfolio in Q2 2026, its #35 holding.
  • Leigh Baldwin & Co first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Leigh Baldwin & Co's 13F filing for Q2 2026, filed 13 Aug 2026.