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Caterpillar shares owned by Bay Capital Advisors

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Bay Capital Advisors from 13F filings

Historical chart of Bay Capital Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Bay Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Bay Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $538k 1.1k 477.15
2025-06-30 $438k 1.1k 388.21
2025-03-31 $373k 1.1k 329.80

More positions owned by Bay Capital Advisors

Spdr Series Trust Portfolio S&p500 (SPLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Ultra Short Dur (ICSH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Ishares Tr Core S&p Scp Etf (IJR)
Select Sector Spdr Tr Technology (XLK)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Apple (AAPL)
Vanguard Bd Index Fds Intermed Term (BIV)
JPMorgan Chase & Co. (JPM)
Wisdomtree Tr Wisdomtree Us Va (WTV)
NVIDIA Corporation (NVDA)

View all positions for Bay Capital Advisors

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Capital Research Global Investors
Ubs Global Asset Management Americas
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar