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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sandler Capital Management's CAT Position: Q1 2026 in Review

Sandler Capital Management reduced its Caterpillar (CAT) stake by 33% in Q1 2026, selling an estimated $328K and leaving 965 shares worth $684K. The position accounts for 0.35% of the portfolio, ranked #95.

Sandler Capital Management first reported a position in CAT in Q3 2018 and has held it in 6 quarters since. The position peaked at $13.2M in Q3 2018. 3,731 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Sandler Capital Management held 965 shares of Caterpillar worth $684K as of Q1 2026.
  • Sandler Capital Management sold 473 Caterpillar shares in Q1 2026, an estimated $328K.
  • Caterpillar made up 0.35% of Sandler Capital Management's portfolio in Q1 2026, its #95 holding.
  • Sandler Capital Management first reported a position in Caterpillar in Q3 2018 and has held it in 6 quarters since.
  • Sandler Capital Management's Caterpillar position peaked at $13.2M in Q3 2018.
  • 3,731 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Sandler Capital Management's 13F filing for Q1 2026, filed 15 May 2026.