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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sage Private Wealth Group's CAT Position: Q1 2026 in Review

Sage Private Wealth Group held its Caterpillar (CAT) position steady in Q1 2026 at 400 shares worth $283K. The position accounts for 0.14% of the portfolio, ranked #81.

Sage Private Wealth Group first reported a position in CAT in Q3 2021 and has held it in 7 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Sage Private Wealth Group held 400 shares of Caterpillar worth $283K as of Q1 2026.
  • Sage Private Wealth Group left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.14% of Sage Private Wealth Group's portfolio in Q1 2026, its #81 holding.
  • Sage Private Wealth Group first reported a position in Caterpillar in Q3 2021 and has held it in 7 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Sage Private Wealth Group's 13F filing for Q1 2026, filed 1 May 2026.