Sanctuary Advisors’s Caterpillar CAT Stock Holding History

Sanctuary Advisors’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	$132M	Sell	123,693 -3,538	-3%	-$3.11M	0.61%	23
2026 Q1	$90.1M	Buy	127,231 +1,064	+0.8%	+$737K	0.49%	36
2025 Q4	$72.3M	Buy	126,167 +470	+0.4%	+$261K	0.39%	43
2025 Q3	$60M	Sell	125,697 -3,109	-2%	-$1.33M	0.34%	53
2025 Q2	$50M	Buy	128,806 +5,981	+5%	+$1.99M	0.31%	59
2025 Q1	$40.5M	Sell	122,825 -2,989	-2%	-$1.06M	0.28%	71
2024 Q4	$47.2M	Sell	125,814 -750	-0.6%	-$291K	0.3%	63
2024 Q3	$50.3M	Buy	126,564 +11,390	+10%	+$3.93M	0.32%	54
2024 Q2	$39.5M	Buy	+115,174	New	+$39.9M	0.29%	62

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Sanctuary Advisors's CAT Position: Q2 2026 in Review

Sanctuary Advisors reduced its Caterpillar (CAT) stake by 2.8% in Q2 2026, selling an estimated $3.11M and leaving 123,693 shares worth $132M. The position accounts for 0.61% of the portfolio, ranked #23.

Sanctuary Advisors first reported a position in CAT in Q2 2024 and has held it in 9 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Sanctuary Advisors held 123,693 shares of Caterpillar worth $132M as of Q2 2026.
Sanctuary Advisors sold 3,538 Caterpillar shares in Q2 2026, an estimated $3.11M.
Caterpillar made up 0.61% of Sanctuary Advisors's portfolio in Q2 2026, its #23 holding.
Sanctuary Advisors first reported a position in Caterpillar in Q2 2024 and has held it in 9 quarters since.
4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.