CSC
CAT icon

Caldwell Sutter Capital’s Caterpillar CAT Stock Holding History

Caldwell Sutter Capital’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.51M Sell
7,994
-186
-2% -$163K 3.21% 2
2026
Q1 		$5.8M Sell
8,180
-419
-5% -$290K 2.36% 3
2025
Q4 		$4.93M Sell
8,599
-137
-2% -$76.1K 2.09% 4
2025
Q3 		$4.17M Sell
8,736
-470
-5% -$201K 1.78% 7
2025
Q2 		$3.57M Sell
9,206
-56
-0.6% -$18.7K 1.64% 8
2025
Q1 		$3.05M Buy
9,262
+4
+0% +$1.43K 1.45% 9
2024
Q4 		$3.36M Sell
9,258
-109
-1% -$42.3K 1.56% 8
2024
Q3 		$3.66M Sell
9,367
-751
-7% -$259K 1.71% 6
2024
Q2 		$3.37M Sell
10,118
-776
-7% -$269K 1.67% 7
2024
Q1 		$3.99M Sell
10,894
-1,236
-10% -$395K 1.92% 5
2023
Q4 		$3.59M Buy
12,130
+46
+0.4% +$11.9K 1.82% 5
2023
Q3 		$3.3M Sell
12,084
-506
-4% -$137K 1.83% 6
2023
Q2 		$3.1M Buy
12,590
+2,963
+31% +$661K 1.62% 9
2023
Q1 		$2.2M Buy
9,627
+1,402
+17% +$339K 1.61% 16
2022
Q4 		$1.97M Buy
+8,225
New +$1.79M 1.74% 14

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Caldwell Sutter Capital's CAT Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its Caterpillar (CAT) stake by 2.3% in Q2 2026, selling an estimated $163K and leaving 7,994 shares worth $8.51M. The position accounts for 3.21% of the portfolio, ranked #2.

Caldwell Sutter Capital first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Caldwell Sutter Capital held 7,994 shares of Caterpillar worth $8.51M as of Q2 2026.
  • Caldwell Sutter Capital sold 186 Caterpillar shares in Q2 2026, an estimated $163K.
  • Caterpillar made up 3.21% of Caldwell Sutter Capital's portfolio in Q2 2026, its #2 holding.
  • Caldwell Sutter Capital first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.