Skip to main content
Equibles

Baird Financial Group, Inc.

Position in CAT — Caterpillar Inc

CIK 1648711 MILWAUKEE, WI
Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$319,941,750
+$102,544,424 QoQ
Shares Held
300,443
-2.1% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#103
of 4,059 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 98% Shared 0% None 2%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

Baird Financial Group, Inc. holds $557,412,962 across 7 Farm & Heavy Construction Machinery names. CAT ranks #1 (57.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CAT
Caterpillar Inc
This page 		300,443 $319,941,750
2 PCAR
Paccar Inc
 891,465 $107,082,775
3 DE
Deere & Co
 165,116 $104,738,031
4 FSS
Federal Signal Corp /De/
 95,021 $12,209,246
5 OSK
Oshkosh Corp
 52,864 $8,113,566
6 TEX
Terex Corp
 61,214 $4,431,281
7 AGCO
Agco Corp /De
 7,488 $896,313

All Filings in CAT

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $319,941,750 300,443
2026-03-31 $217,397,326 306,859
2025-12-31 $184,178,850 321,502
2025-09-30 $152,546,285 319,703
2025-06-30 $122,511,698 315,581
2025-03-31 $133,890,554 405,975
2024-12-31 $146,198,446 403,017
2024-09-30 $156,909,911 401,181
2024-06-30 $133,335,266 400,286
2024-03-31 $145,659,954 397,511
2023-12-31 $128,247,452 433,752
2023-09-30 $133,451,682 488,834
2023-06-30 $116,949,778 475,309
2023-03-31 $110,424,452 482,540
2022-12-31 $136,373,840 569,268
2022-09-30 $119,377,386 727,556
2022-06-30 $150,018,965 839,220
2022-03-31 $188,670,605 846,740
2021-12-31 $157,576,813 762,198
2021-09-30 $135,644,849 706,594
2021-06-30 $137,927,800 633,772
2021-03-31 $135,668,990 585,108
2020-12-31 $98,413,844 540,676
2020-09-30 $77,952,798 522,647
2020-06-30 $39,372,492 311,245
2020-03-31 $36,795,935 317,097