Sage Capital Management’s Caterpillar CAT Stock Holding History

Sage Capital 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 Q2	$203K	Buy	+190	New	+$167K	0.08%	150

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sage Capital Management's CAT Position: Q2 2026 in Review

Sage Capital Management opened a new position in Caterpillar (CAT) in Q2 2026: 190 shares worth $203K. The stake represents 0.08% of the portfolio and ranks #150 among its holdings.

1,506 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Sage Capital Management held 190 shares of Caterpillar worth $203K as of Q2 2026.
Caterpillar was a new Sage Capital Management position in Q2 2026.
Caterpillar made up 0.08% of Sage Capital Management's portfolio in Q2 2026, its #150 holding.
1,506 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Sage Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.