SRC
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Sage Rhino Capital’s Caterpillar CAT Stock Holding History

Sage Rhino Capital’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 		$369K Sell
521
-5
-1% -$3.46K 0.07% 173
2025
Q4 		$301K Buy
526
+11
+2% +$6.11K 0.06% 198
2025
Q3 		$246K Sell
515
-3
-0.6% -$1.28K 0.05% 222
2025
Q2 		$201K Buy
+518
New +$173K 0.04% 254
2024
Q4 		– Sell
-554
Closed -$217K – 276
2024
Q3 		$217K Buy
+554
New +$191K 0.05% 234

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 Rhino Capital's CAT Position: Q1 2026 in Review

Sage Rhino Capital reduced its Caterpillar (CAT) stake by 0.95% in Q1 2026, selling an estimated $3.46K and leaving 521 shares worth $369K. The position accounts for 0.07% of the portfolio, ranked #173.

Sage Rhino Capital first reported a position in CAT in Q3 2024 and has held it in 5 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Sage Rhino Capital held 521 shares of Caterpillar worth $369K as of Q1 2026.
  • Sage Rhino Capital sold 5 Caterpillar shares in Q1 2026, an estimated $3.46K.
  • Caterpillar made up 0.07% of Sage Rhino Capital's portfolio in Q1 2026, its #173 holding.
  • Sage Rhino Capital first reported a position in Caterpillar in Q3 2024 and has held it in 5 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Sage Rhino Capital's 13F filing for Q1 2026, filed 28 Apr 2026.