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
Q3 		$9.18M Buy
11,325
+176
+2% +$149K 0.12% 85
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

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Sapient Capital's CAT Position: Q3 2026 in Review

Sapient Capital increased its Caterpillar (CAT) stake by 1.6% in Q3 2026, buying an estimated $149K and bringing the position to 11,325 shares worth $9.18M. The position accounts for 0.12% of the portfolio, ranked #85.

Sapient Capital first reported a position in CAT in Q4 2023 and has held it in 12 quarters since. The position peaked at $11.9M in Q2 2026. 214 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Sapient Capital held 11,325 shares of Caterpillar worth $9.18M as of Q3 2026.
  • Sapient Capital bought 176 Caterpillar shares in Q3 2026, an estimated $149K.
  • Caterpillar made up 0.12% of Sapient Capital's portfolio in Q3 2026, its #85 holding.
  • Sapient Capital first reported a position in Caterpillar in Q4 2023 and has held it in 12 quarters since.
  • Sapient Capital's Caterpillar position peaked at $11.9M in Q2 2026.
  • 214 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.