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
2026
Q2 		$2.34M Buy
2,196
+73
+3% +$64.1K 0.08% 146
2026
Q1 		$1.5M Sell
2,123
-149
-7% -$103K 0.06% 180
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

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

SageView Advisory Group's CAT Position: Q2 2026 in Review

SageView Advisory Group increased its Caterpillar (CAT) stake by 3.4% in Q2 2026, buying an estimated $64.1K and bringing the position to 2,196 shares worth $2.34M. The position accounts for 0.08% of the portfolio, ranked #146.

SageView Advisory Group first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • SageView Advisory Group held 2,196 shares of Caterpillar worth $2.34M as of Q2 2026.
  • SageView Advisory Group bought 73 Caterpillar shares in Q2 2026, an estimated $64.1K.
  • Caterpillar made up 0.08% of SageView Advisory Group's portfolio in Q2 2026, its #146 holding.
  • SageView Advisory Group first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.