Sage Private Wealth Group’s Caterpillar CAT Stock Holding History

Sage Private Wealth 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	$428K	Buy	402 +2	+0.5%	+$1.76K	0.19%	64
2026 Q1	$283K	Hold	400	–	–	0.14%	81
2025 Q4	$229K	Buy	+400	New	+$222K	0.12%	88
2022 Q4	–	Sell	-400	Closed	-$66K	–	65
2022 Q3	$66K	Hold	400	–	–	0.09%	74
2022 Q2	$72K	Hold	400	–	–	0.1%	72
2022 Q1	$89K	Hold	400	–	–	0.09%	74
2021 Q4	$82K	Hold	400	–	–	0.1%	70
2021 Q3	$77K	Buy	+400	New	+$83.3K	0.11%	68

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Sage Private Wealth Group's CAT Position: Q2 2026 in Review

Sage Private Wealth Group increased its Caterpillar (CAT) stake by 0.5% in Q2 2026, buying an estimated $1.76K and bringing the position to 402 shares worth $428K. The position accounts for 0.19% of the portfolio, ranked #64.

Sage Private Wealth Group first reported a position in CAT in Q3 2021 and has held it in 8 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Sage Private Wealth Group held 402 shares of Caterpillar worth $428K as of Q2 2026.
Sage Private Wealth Group bought 2 Caterpillar shares in Q2 2026, an estimated $1.76K.
Caterpillar made up 0.19% of Sage Private Wealth Group's portfolio in Q2 2026, its #64 holding.
Sage Private Wealth Group first reported a position in Caterpillar in Q3 2021 and has held it in 8 quarters since.
4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.