Sageworth Trust’s Caterpillar CAT Stock Holding History

Sageworth Trust’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	$863K	Sell	810 -323	-29%	-$284K	0.03%	70
2026 Q1	$803K	Buy	1,133 +202	+22%	+$140K	0.03%	77
2025 Q4	$533K	Sell	931 -3,667	-80%	-$2.04M	0.02%	90
2025 Q3	$2.19M	Buy	4,598 +3,843	+509%	+$1.64M	0.1%	59
2025 Q2	$293K	Buy	755 +19	+3%	+$6.33K	0.02%	87
2025 Q1	$243K	Buy	736 +26	+4%	+$9.26K	0.02%	89
2024 Q4	$258K	Hold	710	–	–	0.02%	88
2024 Q3	$278K	Sell	710 -104	-13%	-$35.9K	0.02%	92
2024 Q2	$271K	Buy	814 +104	+15%	+$36.1K	0.02%	95
2024 Q1	$260K	Hold	710	–	–	0.02%	73
2023 Q4	$210K	Sell	710 -40	-5%	-$10.4K	0.01%	72
2023 Q3	$205K	Buy	+750	New	+$203K	0.02%	74
2023 Q2	–	Sell	-750	Closed	-$172K	–	142
2023 Q1	$172K	Hold	750	–	–	0.01%	84
2022 Q4	$180K	Hold	750	–	–	0.01%	81
2022 Q3	$123K	Hold	750	–	–	0.01%	83
2022 Q2	$134K	Hold	750	–	–	0.01%	123
2022 Q1	$167K	Hold	750	–	–	0.01%	68
2021 Q4	$155K	Hold	750	–	–	0.01%	78
2021 Q3	$144K	Hold	750	–	–	0.01%	101
2021 Q2	$163K	Hold	750	–	–	0.01%	127
2021 Q1	$174K	Hold	750	–	–	0.01%	90
2020 Q4	$137K	Hold	750	–	–	0.01%	72
2020 Q3	$112K	Buy	750 +250	+50%	+$35.1K	0.01%	59
2020 Q2	$63K	Hold	500	–	–	0.01%	68
2020 Q1	$58K	Hold	500	–	–	0.01%	72
2019 Q4	$74K	Hold	500	–	–	0.01%	75
2019 Q3	$63K	Sell	500 -95	-16%	-$12.1K	0.01%	87
2019 Q2	$81K	Hold	595	–	–	0.01%	80
2019 Q1	$81K	Hold	595	–	–	0.01%	55
2018 Q4	$76K	Hold	595	–	–	0.01%	67
2018 Q3	$90K	Hold	595	–	–	0.01%	69
2018 Q2	$81K	Hold	595	–	–	0.01%	35
2018 Q1	$88K	Buy	595 +95	+19%	+$15K	0.01%	34
2017 Q4	$94K	Sell	500 -95	-16%	-$13.2K	0.02%	34
2017 Q3	$74K	Hold	595	–	–	0.01%	34
2017 Q2	$64K	Buy	595 +95	+19%	+$9.65K	0.01%	53
2017 Q1	$46K	Sell	500 -95	-16%	-$8.99K	0.01%	45
2016 Q4	$55K	Buy	+595	New	+$53.9K	0.01%	40

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sageworth Trust's CAT Position: Q2 2026 in Review

Sageworth Trust reduced its Caterpillar (CAT) stake by 29% in Q2 2026, selling an estimated $284K and leaving 810 shares worth $863K. The position accounts for 0.03% of the portfolio, ranked #70.

Sageworth Trust first reported a position in CAT in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.19M in Q3 2025. 2,006 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Sageworth Trust held 810 shares of Caterpillar worth $863K as of Q2 2026.
Sageworth Trust sold 323 Caterpillar shares in Q2 2026, an estimated $284K.
Caterpillar made up 0.03% of Sageworth Trust's portfolio in Q2 2026, its #70 holding.
Sageworth Trust first reported a position in Caterpillar in Q4 2016 and has held it in 38 quarters since.
Sageworth Trust's Caterpillar position peaked at $2.19M in Q3 2025.
2,006 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Sageworth Trust's 13F filing for Q2 2026, filed 28 Jul 2026.