SWP
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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
Q2 		$19.7M Buy
18,505
+255
+1% +$224K 0.3% 50
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Sagespring Wealth Partners's CAT Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Caterpillar (CAT) stake by 1.4% in Q2 2026, buying an estimated $224K and bringing the position to 18,505 shares worth $19.7M. The position accounts for 0.3% of the portfolio, ranked #50.

Sagespring Wealth Partners first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Sagespring Wealth Partners held 18,505 shares of Caterpillar worth $19.7M as of Q2 2026.
  • Sagespring Wealth Partners bought 255 Caterpillar shares in Q2 2026, an estimated $224K.
  • Caterpillar made up 0.3% of Sagespring Wealth Partners's portfolio in Q2 2026, its #50 holding.
  • Sagespring Wealth Partners first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.