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
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 $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

Sierra Ocean's CAT Position: Q1 2026 in Review

Sierra Ocean increased its Caterpillar (CAT) stake by 1.1% in Q1 2026, buying an estimated $2.77K and bringing the position to 361 shares worth $256K. The position accounts for 0.21% of the portfolio, ranked #47.

Sierra Ocean first reported a position in CAT in Q4 2024 and has held it in 5 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Sierra Ocean held 361 shares of Caterpillar worth $256K as of Q1 2026.
  • Sierra Ocean bought 4 Caterpillar shares in Q1 2026, an estimated $2.77K.
  • Caterpillar made up 0.21% of Sierra Ocean's portfolio in Q1 2026, its #47 holding.
  • Sierra Ocean first reported a position in Caterpillar in Q4 2024 and has held it in 5 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Sierra Ocean's 13F filing for Q1 2026, filed 27 Apr 2026.