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 Q3	$324K	Hold	400	–	–	0.02%	97
2026 Q2	$426K	Hold	400	–	–	0.02%	86
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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Sage Financial Group's CAT Position: Q3 2026 in Review

Sage Financial Group held its Caterpillar (CAT) position steady in Q3 2026 at 400 shares worth $324K. The position accounts for 0.02% of the portfolio, ranked #97.

Sage Financial Group first reported a position in CAT in Q1 2014 and has held it in 37 quarters since. The position peaked at $426K in Q2 2026. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Sage Financial Group held 400 shares of Caterpillar worth $324K as of Q3 2026.
Sage Financial Group left its Caterpillar share count unchanged in Q3 2026.
Caterpillar made up 0.02% of Sage Financial Group's portfolio in Q3 2026, its #97 holding.
Sage Financial Group first reported a position in Caterpillar in Q1 2014 and has held it in 37 quarters since.
Sage Financial Group's Caterpillar position peaked at $426K in Q2 2026.
3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Sage Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.