Sage Financial Group’s Caterpillar CAT Stock Holding History

Sage Financial Group’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	$1.78M	Buy	1,667 +1,267	+317%	+$1.11M	0.1%	48
2026 Q1	$283K	Hold	400	–	–	0.02%	94
2025 Q4	$229K	Buy	+400	New	+$222K	0.02%	101
2022 Q2	–	Sell	-400	Closed	-$89K	–	94
2022 Q1	$89K	Hold	400	–	–	0.01%	56
2021 Q4	$83K	Hold	400	–	–	0.01%	57
2021 Q3	$77K	Hold	400	–	–	0.01%	51
2021 Q2	$87K	Hold	400	–	–	0.01%	50
2021 Q1	$93K	Hold	400	–	–	0.01%	47
2020 Q4	$73K	Hold	400	–	–	0.01%	50
2020 Q3	$60K	Hold	400	–	–	0.01%	48
2020 Q2	$51K	Hold	400	–	–	0.01%	48
2020 Q1	$46K	Hold	400	–	–	0.01%	48
2019 Q4	$59K	Hold	400	–	–	0.01%	48
2019 Q3	$51K	Hold	400	–	–	0.01%	51
2019 Q2	$55K	Hold	400	–	–	0.01%	54
2019 Q1	$54K	Hold	400	–	–	0.01%	54
2018 Q4	$51K	Hold	400	–	–	0.01%	54
2018 Q3	$61K	Hold	400	–	–	0.01%	37
2018 Q2	$54K	Hold	400	–	–	0.01%	37
2018 Q1	$59K	Hold	400	–	–	0.01%	35
2017 Q4	$63K	Hold	400	–	–	0.01%	41
2017 Q3	$50K	Hold	400	–	–	0.01%	36
2017 Q2	$43K	Hold	400	–	–	0.01%	36
2017 Q1	$37K	Hold	400	–	–	0.01%	38
2016 Q4	$37K	Hold	400	–	–	0.01%	38
2016 Q3	$36K	Hold	400	–	–	0.01%	34
2016 Q2	$30K	Hold	400	–	–	0.01%	34
2016 Q1	$31K	Hold	400	–	–	0.01%	35
2015 Q4	$27K	Hold	400	–	–	0.01%	55
2015 Q3	$26K	Hold	400	–	–	0.01%	34
2015 Q2	$34K	Hold	400	–	–	0.02%	32
2015 Q1	$32K	Hold	400	–	–	0.02%	29
2014 Q4	$37K	Hold	400	–	–	0.01%	34
2014 Q3	$40K	Hold	400	–	–	0.02%	24
2014 Q2	$43K	Hold	400	–	–	0.02%	25
2014 Q1	$40K	Buy	+400	New	+$37.7K	0.02%	26

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

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

Sage Financial Group's CAT Position: Q2 2026 in Review

Sage Financial Group increased its Caterpillar (CAT) stake by 317% in Q2 2026, buying an estimated $1.11M and bringing the position to 1,667 shares worth $1.78M. The position accounts for 0.1% of the portfolio, ranked #48.

Sage Financial Group first reported a position in CAT in Q1 2014 and has held it in 36 quarters since. 957 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Sage Financial Group held 1,667 shares of Caterpillar worth $1.78M as of Q2 2026.
Sage Financial Group bought 1,267 Caterpillar shares in Q2 2026, an estimated $1.11M.
Caterpillar made up 0.1% of Sage Financial Group's portfolio in Q2 2026, its #48 holding.
Sage Financial Group first reported a position in Caterpillar in Q1 2014 and has held it in 36 quarters since.
957 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.