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Baring Financial LLC

Position in CAT — Caterpillar Inc

CIK 2052588 BELLINGHAM, WA

Position in CAT

as of Jun 30, 2026 · filed Jul 8, 2026
Position Value
$2,611,134
+$632,406 QoQ
Shares Held
2,452
-12.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.83%
of 13F equity value
Holder Rank
#1,674
of 4,045 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

Baring Financial LLC holds $3,962,879 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (65.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CAT
Caterpillar Inc
This page
2,452 $2,611,134

All Filings in CAT

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7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,611,134 2,452
2026-03-31 $1,978,728 2,793
2025-12-31 $1,605,754 2,803
2025-09-30 $1,307,868 2,741
2025-06-30 $1,056,707 2,722
2025-03-31 $875,619 2,655
2024-12-31 $872,800 2,406