SMA
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Sage Mountain Advisors’s Caterpillar CAT Stock Holding History

Sage Mountain 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
2026
Q2 		$1.23M Buy
1,151
+672
+140% +$590K 0.08% 88
2026
Q1 		$339K Sell
479
-3,067
-86% -$2.12M 0.02% 158
2025
Q4 		$2.03M Buy
3,546
+92
+3% +$51.1K 0.11% 101
2025
Q3 		$1.65M Buy
3,454
+317
+10% +$135K 0.09% 113
2025
Q2 		$1.22M Buy
3,137
+85
+3% +$28.3K 0.08% 117
2025
Q1 		$1.01M Buy
3,052
+421
+16% +$150K 0.07% 118
2024
Q4 		$954K Buy
2,631
+211
+9% +$81.8K 0.07% 123
2024
Q3 		$946K Buy
2,420
+187
+8% +$64.6K 0.08% 116
2024
Q2 		$744K Sell
2,233
-100
-4% -$34.7K 0.07% 126
2024
Q1 		$855K Buy
2,333
+762
+49% +$244K 0.09% 105
2023
Q4 		$464K Sell
1,571
-22
-1% -$5.71K 0.05% 139
2023
Q3 		$435K Buy
1,593
+74
+5% +$20.1K 0.06% 129
2023
Q2 		$374K Buy
1,519
+90
+6% +$20.1K 0.05% 151
2023
Q1 		$327K Buy
1,429
+344
+32% +$83.2K 0.05% 159
2022
Q4 		$260K Buy
+1,085
New +$236K 0.06% 123

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Sage Mountain Advisors's CAT Position: Q2 2026 in Review

Sage Mountain Advisors increased its Caterpillar (CAT) stake by 140% in Q2 2026, buying an estimated $590K and bringing the position to 1,151 shares worth $1.23M. The position accounts for 0.08% of the portfolio, ranked #88.

Sage Mountain Advisors first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.03M in Q4 2025. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Sage Mountain Advisors held 1,151 shares of Caterpillar worth $1.23M as of Q2 2026.
  • Sage Mountain Advisors bought 672 Caterpillar shares in Q2 2026, an estimated $590K.
  • Caterpillar made up 0.08% of Sage Mountain Advisors's portfolio in Q2 2026, its #88 holding.
  • Sage Mountain Advisors first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
  • Sage Mountain Advisors's Caterpillar position peaked at $2.03M in Q4 2025.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.