S
CAT icon

Sachetta’s Caterpillar CAT Stock Holding History

Sachetta’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 		$247K Buy
232
+34
+17% +$29.9K 0.12% 89
2026
Q1 		$140K Buy
198
+39
+25% +$27K 0.08% 112
2025
Q4 		$91.1K Sell
159
-70
-31% -$38.9K 0.05% 148
2025
Q3 		$109K Buy
229
+70
+44% +$29.9K 0.04% 187
2025
Q2 		$61.7K Sell
159
-75
-32% -$25K 0.02% 229
2025
Q1 		$77.2K Sell
234
-6
-3% -$2.14K 0.03% 216
2024
Q4 		$87.1K Buy
240
+4
+2% +$1.55K 0.03% 213
2024
Q3 		$92.3K Buy
236
+37
+19% +$12.8K 0.04% 210
2024
Q2 		$68.1K Buy
199
+36
+22% +$12.5K 0.03% 223
2024
Q1 		$48.2K Hold
163
– – 0.02% 249
2023
Q4 		$48.2K Buy
+163
New +$42.3K 0.02% 249

Other funds holding CAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Sachetta's CAT Position: Q2 2026 in Review

Sachetta increased its Caterpillar (CAT) stake by 17% in Q2 2026, buying an estimated $29.9K and bringing the position to 232 shares worth $247K. The position accounts for 0.12% of the portfolio, ranked #89.

Sachetta first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 847 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Sachetta held 232 shares of Caterpillar worth $247K as of Q2 2026.
  • Sachetta bought 34 Caterpillar shares in Q2 2026, an estimated $29.9K.
  • Caterpillar made up 0.12% of Sachetta's portfolio in Q2 2026, its #89 holding.
  • Sachetta first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 847 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.