Sandler Capital Management’s Caterpillar CAT Stock Holding History

Sandler Capital Management’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	–	Sell	-965	Closed	-$684K	–	134
2026 Q1	$684K	Sell	965 -473	-33%	-$328K	0.35%	95
2025 Q4	$824K	Sell	1,438 -4,397	-75%	-$2.44M	0.27%	116
2025 Q3	$2.78M	Buy	+5,835	New	+$2.49M	0.82%	39
2024 Q1	–	Sell	-35,000	Closed	-$10.3M	–	145
2023 Q4	$10.3M	Buy	+35,000	New	+$9.08M	0.86%	52
2019 Q3	–	Sell	-2,100	Closed	-$286K	–	116
2019 Q2	$286K	Buy	+2,100	New	+$277K	0.02%	127
2018 Q4	–	Sell	-86,300	Closed	-$13.2M	–	107
2018 Q3	$13.2M	Buy	+86,300	New	+$12.2M	0.66%	50

Other funds holding CAT

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Sandler Capital Management's CAT Position: Q2 2026 in Review

Sandler Capital Management sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 965 shares — an estimated $684K sold.

Sandler Capital Management first reported a position in CAT in Q3 2018 and held it in 6 quarters. The position peaked at $13.2M in Q3 2018. 4,050 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Sandler Capital Management reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
Sandler Capital Management sold 965 Caterpillar shares in Q2 2026, an estimated $684K.
Sandler Capital Management first reported a position in Caterpillar in Q3 2018 and held it in 6 quarters.
Sandler Capital Management's Caterpillar position peaked at $13.2M in Q3 2018.
4,050 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Sandler Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.