Sagespring Wealth Partners’s Caterpillar CAT Stock Holding History

Sagespring Wealth Partners’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	$12.9M	Sell	18,250 -1,511	-8%	-$1.05M	0.24%	56
2025 Q4	$11.3M	Sell	19,761 -1,503	-7%	-$835K	0.21%	67
2025 Q3	$10.1M	Buy	21,264 +124	+0.6%	+$52.9K	0.2%	65
2025 Q2	$8.21M	Buy	21,140 +645	+3%	+$215K	0.18%	72
2025 Q1	$6.76M	Buy	20,495 +956	+5%	+$341K	0.17%	68
2024 Q4	$7.09M	Buy	+19,539	New	+$7.58M	0.19%	59

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sagespring Wealth Partners's CAT Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Caterpillar (CAT) stake by 7.6% in Q1 2026, selling an estimated $1.05M and leaving 18,250 shares worth $12.9M. The position accounts for 0.24% of the portfolio, ranked #56.

Sagespring Wealth Partners first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Sagespring Wealth Partners held 18,250 shares of Caterpillar worth $12.9M as of Q1 2026.
Sagespring Wealth Partners sold 1,511 Caterpillar shares in Q1 2026, an estimated $1.05M.
Caterpillar made up 0.24% of Sagespring Wealth Partners's portfolio in Q1 2026, its #56 holding.
Sagespring Wealth Partners first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.