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 Q2	$552K	Sell	518 -3	-0.6%	-$2.63K	0.09%	147
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 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 Rhino Capital's CAT Position: Q2 2026 in Review

Sage Rhino Capital reduced its Caterpillar (CAT) stake by 0.58% in Q2 2026, selling an estimated $2.63K and leaving 518 shares worth $552K. The position accounts for 0.09% of the portfolio, ranked #147.

Sage Rhino Capital first reported a position in CAT in Q3 2024 and has held it in 6 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Sage Rhino Capital held 518 shares of Caterpillar worth $552K as of Q2 2026.
Sage Rhino Capital sold 3 Caterpillar shares in Q2 2026, an estimated $2.63K.
Caterpillar made up 0.09% of Sage Rhino Capital's portfolio in Q2 2026, its #147 holding.
Sage Rhino Capital first reported a position in Caterpillar in Q3 2024 and has held it in 6 quarters since.
4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Sage Rhino Capital's 13F filing for Q2 2026, filed 3 Aug 2026.