Sit Investment Associates’s Caterpillar CAT Stock Holding History

Sit Investment Associates’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	$3.05M	Hold	4,300	–	–	0.06%	249
2025 Q4	$2.46M	Hold	4,300	–	–	0.05%	286
2025 Q3	$2.05M	Hold	4,300	–	–	0.04%	306
2025 Q2	$1.67M	Hold	4,300	–	–	0.04%	331
2025 Q1	$1.42M	Hold	4,300	–	–	0.03%	339
2024 Q4	$1.56M	Hold	4,300	–	–	0.04%	341
2024 Q3	$1.68M	Hold	4,300	–	–	0.04%	333
2024 Q2	$1.43M	Hold	4,300	–	–	0.03%	331
2024 Q1	$1.58M	Hold	4,300	–	–	0.04%	323
2023 Q4	$1.27M	Hold	4,300	–	–	0.03%	339
2023 Q3	$1.17M	Hold	4,300	–	–	0.03%	331
2023 Q2	$1.06M	Hold	4,300	–	–	0.03%	357
2023 Q1	$984K	Hold	4,300	–	–	0.03%	356
2022 Q4	$1.03M	Hold	4,300	–	–	0.03%	348
2022 Q3	$706K	Hold	4,300	–	–	0.02%	366
2022 Q2	$769K	Hold	4,300	–	–	0.02%	351
2022 Q1	$958K	Hold	4,300	–	–	0.03%	355
2021 Q4	$889K	Hold	4,300	–	–	0.02%	377
2021 Q3	$825K	Sell	4,300 -46	-1%	-$9.58K	0.02%	369
2021 Q2	$946K	Hold	4,346	–	–	0.02%	368
2021 Q1	$1.01M	Hold	4,346	–	–	0.03%	359
2020 Q4	$791K	Hold	4,346	–	–	0.02%	370
2020 Q3	$648K	Hold	4,346	–	–	0.02%	371
2020 Q2	$550K	Hold	4,346	–	–	0.02%	368
2020 Q1	$504K	Hold	4,346	–	–	0.02%	371
2019 Q4	$642K	Hold	4,346	–	–	0.02%	374
2019 Q3	$549K	Hold	4,346	–	–	0.02%	377
2019 Q2	$592K	Hold	4,346	–	–	0.02%	385
2019 Q1	$589K	Hold	4,346	–	–	0.02%	383
2018 Q4	$552K	Buy	4,346 +900	+26%	+$117K	0.02%	382
2018 Q3	$525K	Hold	3,446	–	–	0.01%	384
2018 Q2	$468K	Hold	3,446	–	–	0.01%	427
2018 Q1	$508K	Hold	3,446	–	–	0.01%	418
2017 Q4	$543K	Hold	3,446	–	–	0.01%	416
2017 Q3	$430K	Hold	3,446	–	–	0.01%	430
2017 Q2	$370K	Buy	3,446 +46	+1%	+$4.67K	0.01%	437
2017 Q1	$315K	Hold	3,400	–	–	0.01%	442
2016 Q4	$315K	Hold	3,400	–	–	0.01%	399
2016 Q3	$302K	Hold	3,400	–	–	0.01%	371
2016 Q2	$258K	Hold	3,400	–	–	0.01%	382
2016 Q1	$260K	Hold	3,400	–	–	﹤0.01%	386
2015 Q4	$231K	Sell	3,400 -28,365	-89%	-$1.98M	﹤0.01%	394
2015 Q3	$2.08M	Sell	31,765 -2,100	-6%	-$161K	0.04%	242
2015 Q2	$2.87M	Sell	33,865 -1,450	-4%	-$125K	0.05%	204
2015 Q1	$2.83M	Sell	35,315 -17,975	-34%	-$1.49M	0.05%	219
2014 Q4	$4.88M	Sell	53,290 -2,850	-5%	-$277K	0.08%	189
2014 Q3	$5.56M	Sell	56,140 -180,825	-76%	-$19.2M	0.1%	179
2014 Q2	$25.8M	Sell	236,965 -4,965	-2%	-$521K	0.44%	83
2014 Q1	$24M	Sell	241,930 -65,625	-21%	-$6.19M	0.42%	84
2013 Q4	$27.9M	Sell	307,555 -70,315	-19%	-$6M	0.5%	72
2013 Q3	$31.5M	Buy	377,870 +17,390	+5%	+$1.47M	0.6%	60
2013 Q2	$29.7M	Buy	+360,480	New	+$30.7M	0.6%	62

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sit Investment Associates's CAT Position: Q1 2026 in Review

Sit Investment Associates held its Caterpillar (CAT) position steady in Q1 2026 at 4,300 shares worth $3.05M. The position accounts for 0.06% of the portfolio, ranked #249.

Sit Investment Associates first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. The position peaked at $31.5M in Q3 2013. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Sit Investment Associates held 4,300 shares of Caterpillar worth $3.05M as of Q1 2026.
Sit Investment Associates left its Caterpillar share count unchanged in Q1 2026.
Caterpillar made up 0.06% of Sit Investment Associates's portfolio in Q1 2026, its #249 holding.
Sit Investment Associates first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
Sit Investment Associates's Caterpillar position peaked at $31.5M in Q3 2013.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Sit Investment Associates's 13F filing for Q1 2026, filed 13 May 2026.