SO
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Sierra Ocean’s Caterpillar CAT Stock Holding History

Sierra Ocean’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 		$376K Sell
353
-8
-2% -$7.03K 0.26% 41
2026
Q1 		$256K Buy
361
+4
+1% +$2.77K 0.21% 47
2025
Q4 		$204K Buy
+357
New +$198K 0.17% 57
2025
Q3 		– Sell
-347
Closed -$135K – 191
2025
Q2 		$135K Buy
347
+21
+6% +$7K 0.1% 90
2025
Q1 		$108K Buy
326
+3
+0.9% +$1.07K 0.09% 95
2024
Q4 		$117K Buy
+323
New +$125K 0.1% 88

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

Sierra Ocean's CAT Position: Q2 2026 in Review

Sierra Ocean reduced its Caterpillar (CAT) stake by 2.2% in Q2 2026, selling an estimated $7.03K and leaving 353 shares worth $376K. The position accounts for 0.26% of the portfolio, ranked #41.

Sierra Ocean first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. 4,052 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Sierra Ocean held 353 shares of Caterpillar worth $376K as of Q2 2026.
  • Sierra Ocean sold 8 Caterpillar shares in Q2 2026, an estimated $7.03K.
  • Caterpillar made up 0.26% of Sierra Ocean's portfolio in Q2 2026, its #41 holding.
  • Sierra Ocean first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • 4,052 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Sierra Ocean's 13F filing for Q2 2026, filed 7 Aug 2026.