Sage Advisors’s Caterpillar CAT Stock Holding History

Sage Advisors’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
2025 Q4	$334K	Buy	+584	New	+$325K	0.22%	41

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sage Advisors's CAT Position: Q4 2025 in Review

Sage Advisors opened a new position in Caterpillar (CAT) in Q4 2025: 584 shares worth $334K. The stake represents 0.22% of the portfolio and ranks #41 among its holdings.

3,522 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

Sage Advisors held 584 shares of Caterpillar worth $334K as of Q4 2025.
Caterpillar was a new Sage Advisors position in Q4 2025.
Caterpillar made up 0.22% of Sage Advisors's portfolio in Q4 2025, its #41 holding.
3,522 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on Sage Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.