SC
CAT icon

Sapient Capital’s Caterpillar CAT Stock Holding History

Sapient Capital’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 		$11.9M Buy
11,149
+282
+3% +$248K 0.16% 76
2026
Q1 		$7.7M Sell
10,867
-1,520
-12% -$1.05M 0.12% 97
2025
Q4 		$7.15M Buy
12,387
+214
+2% +$119K 0.1% 101
2025
Q3 		$5.74M Sell
12,173
-2
-0% -$854 0.09% 103
2025
Q2 		$4.73M Sell
12,175
-32
-0.3% -$10.7K 0.08% 103
2025
Q1 		$4.03M Sell
12,207
-100
-0.8% -$35.6K 0.08% 107
2024
Q4 		$4.46M Buy
12,307
+94
+0.8% +$36.5K 0.09% 104
2024
Q3 		$4.78M Buy
12,213
+23
+0.2% +$7.94K 0.1% 97
2024
Q2 		$4.06M Sell
12,190
-512
-4% -$178K 0.08% 98
2024
Q1 		$4.65M Buy
12,702
+2
+0% +$639 0.1% 103
2023
Q4 		$3.76M Buy
+12,700
New +$3.29M 0.1% 101

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sapient Capital's CAT Position: Q2 2026 in Review

Sapient Capital increased its Caterpillar (CAT) stake by 2.6% in Q2 2026, buying an estimated $248K and bringing the position to 11,149 shares worth $11.9M. The position accounts for 0.16% of the portfolio, ranked #76.

Sapient Capital first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Sapient Capital held 11,149 shares of Caterpillar worth $11.9M as of Q2 2026.
  • Sapient Capital bought 282 Caterpillar shares in Q2 2026, an estimated $248K.
  • Caterpillar made up 0.16% of Sapient Capital's portfolio in Q2 2026, its #76 holding.
  • Sapient Capital first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Sapient Capital's 13F filing for Q2 2026, filed 9 Jul 2026.