Baird Financial Group, Inc.

SEC CIK: 0001648711
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

CAT holding history

Caterpillar Inc in every 13F filed by Baird Financial Group, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overview All 13F holders of CAT Full Q2 2026 holdings

Shares (Q2 2026): 300,443
Value: $319.9M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of CAT by Baird Financial Group, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	300,443	$319.9M	0.4%	−6,416−2.1%	Reduced	Holders
Q1 2026	306,859	$217.4M	0.3%	−14,643−4.6%	Reduced	Holders
Q4 2025	321,502	$184.2M	0.3%	+1,799+0.6%	Added	Holders
Q3 2025	319,703	$152.5M	0.2%	+4,122+1.3%	Added	Holders
Q2 2025	315,581	$122.5M	0.2%	−90,394−22.3%	Reduced	Holders
Q1 2025	405,975	$133.9M	0.3%	+2,958+0.7%	Added	Holders
Q4 2024	403,017	$146.2M	0.3%	+1,836+0.5%	Added	Holders
Q3 2024	401,181	$156.9M	0.3%	+895+0.2%	Added	Holders
Q2 2024	400,286	$133.3M	0.3%	+2,775+0.7%	Added	Holders
Q1 2024	397,511	$145.7M	0.3%	−36,241−8.4%	Reduced	Holders
Q4 2023	433,752	$128.2M	0.3%	−55,082−11.3%	Reduced	Holders
Q3 2023	488,834	$133.5M	0.4%	+13,525+2.8%	Added	Holders
Q2 2023	475,309	$116.9M	0.3%	−7,231−1.5%	Reduced	Holders
Q1 2023	482,540	$110.4M	0.3%	−86,728−15.2%	Reduced	Holders
Q4 2022	569,268	$136.4M	0.4%	−158,288−21.8%	Reduced	Holders
Q3 2022	727,556	$119.4M	0.4%	−111,664−13.3%	Reduced	Holders
Q2 2022	839,220	$150.0M	0.4%	−7,520−0.9%	Reduced	Holders
Q1 2022	846,740	$188.7M	0.5%	+84,542+11.1%	Added	Holders
Q4 2021	762,198	$157.6M	0.4%	+55,604+7.9%	Added	Holders
Q3 2021	706,594	$135.6M	0.3%	+72,822+11.5%	Added	Holders
Q2 2021	633,772	$137.9M	0.4%	+48,664+8.3%	Added	Holders
Q1 2021	585,108	$135.7M	0.4%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.