Sendero Wealth Management’s Caterpillar CAT Stock Holding History

Sendero Wealth 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	$1.66M	Buy	1,560 +11	+0.7%	+$9.66K	0.17%	90
2026 Q1	$1.1M	Sell	1,549 -17	-1%	-$11.8K	0.12%	98
2025 Q4	$897K	Buy	1,566 +209	+15%	+$116K	0.1%	116
2025 Q3	$647K	Hold	1,357	–	–	0.08%	126
2025 Q2	$527K	Buy	1,357 +6	+0.4%	+$2K	0.07%	139
2025 Q1	$446K	Buy	1,351 +7	+0.5%	+$2.49K	0.06%	142
2024 Q4	$488K	Hold	1,344	–	–	0.07%	128
2024 Q3	$526K	Hold	1,344	–	–	0.08%	120
2024 Q2	$448K	Hold	1,344	–	–	0.08%	126
2024 Q1	$492K	Hold	1,344	–	–	0.08%	129
2023 Q4	$397K	Hold	1,344	–	–	0.07%	132
2023 Q3	$367K	Hold	1,344	–	–	0.08%	127
2023 Q2	$331K	Buy	+1,344	New	+$300K	0.07%	128

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

Sendero Wealth Management's CAT Position: Q2 2026 in Review

Sendero Wealth Management increased its Caterpillar (CAT) stake by 0.71% in Q2 2026, buying an estimated $9.66K and bringing the position to 1,560 shares worth $1.66M. The position accounts for 0.17% of the portfolio, ranked #90.

Sendero Wealth Management first reported a position in CAT in Q2 2023 and has held it in 13 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Sendero Wealth Management held 1,560 shares of Caterpillar worth $1.66M as of Q2 2026.
Sendero Wealth Management bought 11 Caterpillar shares in Q2 2026, an estimated $9.66K.
Caterpillar made up 0.17% of Sendero Wealth Management's portfolio in Q2 2026, its #90 holding.
Sendero Wealth Management first reported a position in Caterpillar in Q2 2023 and has held it in 13 quarters since.
4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.