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Sage Investment Counsel’s Caterpillar CAT Stock Holding History

Sage Investment Counsel’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 		$2.13M Sell
2,001
-5
-0.2% -$4.39K 2.13% 8
2026
Q1 		$1.42M Sell
2,006
-55
-3% -$38.1K 1.58% 17
2025
Q4 		$1.18M Buy
2,061
+1
+0% +$556 1.3% 26
2025
Q3 		$983K Sell
2,060
-15
-0.7% -$6.4K 1.09% 29
2025
Q2 		$805K Buy
2,075
+1
+0% +$333 0.93% 32
2025
Q1 		$684K Buy
2,074
+60
+3% +$21.4K 0.87% 33
2024
Q4 		$731K Buy
+2,014
New +$781K 0.95% 25

Other funds holding CAT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sage Investment Counsel's CAT Position: Q2 2026 in Review

Sage Investment Counsel reduced its Caterpillar (CAT) stake by 0.25% in Q2 2026, selling an estimated $4.39K and leaving 2,001 shares worth $2.13M. The position accounts for 2.13% of the portfolio, ranked #8.

Sage Investment Counsel first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 2,226 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Sage Investment Counsel held 2,001 shares of Caterpillar worth $2.13M as of Q2 2026.
  • Sage Investment Counsel sold 5 Caterpillar shares in Q2 2026, an estimated $4.39K.
  • Caterpillar made up 2.13% of Sage Investment Counsel's portfolio in Q2 2026, its #8 holding.
  • Sage Investment Counsel first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 2,226 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.