SAG
CAT icon

SageView Advisory Group’s Caterpillar CAT Stock Holding History

SageView Advisory 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
2025
Q4 		$1.3M Buy
2,272
+269
+13% +$150K 0.04% 219
2025
Q3 		$956K Buy
2,003
+534
+36% +$228K 0.03% 271
2025
Q2 		$636K Buy
1,469
+90
+7% +$30K 0.02% 323
2025
Q1 		$455K Buy
1,379
+103
+8% +$36.7K 0.02% 366
2024
Q4 		$463K Sell
1,276
-153
-11% -$59.3K 0.02% 357
2024
Q3 		$559K Sell
1,429
-4
-0.3% -$1.38K 0.03% 283
2024
Q2 		$477K Buy
1,433
+172
+14% +$59.6K 0.02% 347
2024
Q1 		$462K Sell
1,261
-183
-13% -$58.5K 0.02% 340
2023
Q4 		$440K Sell
1,444
-1,947
-57% -$505K 0.02% 416
2023
Q3 		$926K Buy
3,391
+40
+1% +$10.9K 0.05% 221
2023
Q2 		$825K Buy
3,351
+192
+6% +$42.8K 0.05% 258
2023
Q1 		$723K Sell
3,159
-924
-23% -$223K 0.05% 255
2022
Q4 		$978K Buy
+4,083
New +$889K 0.08% 157

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SageView Advisory Group's CAT Position: Q4 2025 in Review

SageView Advisory Group increased its Caterpillar (CAT) stake by 13% in Q4 2025, buying an estimated $150K and bringing the position to 2,272 shares worth $1.3M. The position accounts for 0.04% of the portfolio, ranked #219.

SageView Advisory Group first reported a position in CAT in Q4 2022 and has held it in 13 quarters since. 3,523 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

  • SageView Advisory Group held 2,272 shares of Caterpillar worth $1.3M as of Q4 2025.
  • SageView Advisory Group bought 269 Caterpillar shares in Q4 2025, an estimated $150K.
  • Caterpillar made up 0.04% of SageView Advisory Group's portfolio in Q4 2025, its #219 holding.
  • SageView Advisory Group first reported a position in Caterpillar in Q4 2022 and has held it in 13 quarters since.
  • 3,523 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.