SWM
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Sagace Wealth Management’s Caterpillar CAT Stock Holding History

Sagace Wealth Management’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
Q1 		$207K Sell
292
-121
-29% -$83.8K 0.14% 68
2025
Q4 		$237K Sell
413
-38
-8% -$21.1K 0.16% 61
2025
Q3 		$215K Buy
+451
New +$193K 0.15% 63
2024
Q4 		– Sell
-545
Closed -$215K – 62
2024
Q3 		$215K Buy
+545
New +$188K 0.17% 60

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sagace Wealth Management's CAT Position: Q1 2026 in Review

Sagace Wealth Management reduced its Caterpillar (CAT) stake by 29% in Q1 2026, selling an estimated $83.8K and leaving 292 shares worth $207K. The position accounts for 0.14% of the portfolio, ranked #68.

Sagace Wealth Management first reported a position in CAT in Q3 2024 and has held it in 4 quarters since. The position peaked at $237K in Q4 2025. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Sagace Wealth Management held 292 shares of Caterpillar worth $207K as of Q1 2026.
  • Sagace Wealth Management sold 121 Caterpillar shares in Q1 2026, an estimated $83.8K.
  • Caterpillar made up 0.14% of Sagace Wealth Management's portfolio in Q1 2026, its #68 holding.
  • Sagace Wealth Management first reported a position in Caterpillar in Q3 2024 and has held it in 4 quarters since.
  • Sagace Wealth Management's Caterpillar position peaked at $237K in Q4 2025.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Sagace Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.