SCM
CAT icon

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
2019
Q3 		– Sell
-300,000
Closed -$40.9M – 115
2019
Q2 		$40.9M Buy
+300,000
New +$39.6M 2.73% 3

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

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.