Baker Avenue Asset Management, LP / CAT
Baker Avenue Asset Management, LP’s Caterpillar Inc Position
Does Baker Avenue Asset Management, LP own Caterpillar Inc (CAT)? Yes — 41.4K shares worth $29M (+0.66% of its 13F portfolio) as of Q1 2026, down from 52.1K shares the prior filed quarter.
Position Value
$29M
Q1 2026
Shares
41.4K
% of Portfolio
+0.66%
Quarters Held
22
currently held
Position History CAT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 41.4K | $29M | +0.66% |
| Q4 2025 | 52.1K | $30M | +0.69% |
| Q3 2025 | 52.7K | $25M | +0.60% |
| Q2 2025 | 53.1K | $21M | +0.59% |
| Q1 2025 | 51.8K | $17M | +0.54% |
| Q4 2024 | 51.8K | $19M | +0.57% |
| Q3 2024 | 50.9K | $20M | +0.63% |
| Q2 2024 | 49.8K | $17M | +0.56% |
| Q1 2024 | 64.2K | $24M | +0.92% |
| Q4 2023 | 64.9K | $19M | +0.84% |
| Q3 2023 | 62.4K | $17M | +0.85% |
| Q2 2023 | 64.9K | $16M | +0.80% |
| Q1 2023 | 67.8K | $16M | +0.84% |
| Q4 2022 | 69.4K | $17M | +0.99% |
| Q3 2022 | 70.3K | $12M | +0.72% |
| Q2 2022 | 58.5K | $10M | +0.69% |
| Q1 2022 | 46.4K | $10M | +0.53% |
| Q4 2021 | 3.4K | $708,000 | +0.04% |
| Q3 2019 | 2.3K | $294,000 | +0.02% |
| Q2 2019 | 17.1K | $2M | +0.19% |
| Q1 2019 | 66.1K | $9M | +0.74% |
| Q4 2018 | 78.0K | $10M | +0.98% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Baker Avenue Asset Management, LP’s full portfolio or all institutional holders of CAT.