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Gerald Baker Financial Group LLC

SEC CIK
0002133489
Latest filing
Aug 3, 2026

CAT holding history

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

CAT overviewAll 13F holders of CATFull Q2 2026 holdings

Shares (Q2 2026)
15,328
Value
$16.3M
% of portfolio
4.6%
Quarters held
2
Since Q1 2026
Holdings of CAT by Gerald Baker Financial Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,328$16.3M4.6%−100−0.6%ReducedHolders
Q1 202615,428$10.9M3.5%–No prior filingHolders