Sagewood Asset Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
Sagewood Asset Management's CAT Position: Q2 2026 in Review
Sagewood Asset Management increased its Caterpillar (CAT) stake by 106% in Q2 2026, buying an estimated $423K and bringing the position to 937 shares worth $998K. The position accounts for 0.23% of the portfolio, ranked #81.
Sagewood Asset Management first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Sagewood Asset Management held 937 shares of Caterpillar worth $998K as of Q2 2026.
- Sagewood Asset Management bought 482 Caterpillar shares in Q2 2026, an estimated $423K.
- Caterpillar made up 0.23% of Sagewood Asset Management's portfolio in Q2 2026, its #81 holding.
- Sagewood Asset Management first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
- 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.