Sitrin Capital Management’s Caterpillar CAT Stock Holding History

Sitrin Capital 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 Q3	$4.51M	Sell	5,557 -57	-1%	-$48.3K	2.03%	28
2026 Q2	$5.98M	Buy	+5,614	New	+$4.93M	2.65%	23
2021 Q3	–	Sell	-25,656	Closed	-$5.58M	–	34
2021 Q2	$5.58M	Sell	25,656 -32	-0.1%	-$7.39K	2.52%	29
2021 Q1	$5.96M	Sell	25,688 -8,063	-24%	-$1.67M	2.83%	21
2020 Q4	$6.14M	Buy	33,751 +232	+0.7%	+$39.3K	3.07%	14
2020 Q3	$5.03M	Buy	+33,519	New	+$4.71M	2.66%	27
2018 Q4	–	Sell	-35,602	Closed	-$5.43M	–	37
2018 Q3	$5.43M	Buy	35,602 +780	+2%	+$110K	2.92%	20
2018 Q2	$4.72M	Buy	34,822 +1,595	+5%	+$238K	2.68%	26
2018 Q1	$4.9M	Buy	+33,227	New	+$5.25M	3.16%	17

Other funds holding CAT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sitrin Capital Management's CAT Position: Q3 2026 in Review

Sitrin Capital Management reduced its Caterpillar (CAT) stake by 1% in Q3 2026, selling an estimated $48.3K and leaving 5,557 shares worth $4.51M. The position accounts for 2.03% of the portfolio, ranked #28.

Sitrin Capital Management first reported a position in CAT in Q1 2018 and has held it in 9 quarters since. The position peaked at $6.14M in Q4 2020. 2,734 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Sitrin Capital Management held 5,557 shares of Caterpillar worth $4.51M as of Q3 2026.
Sitrin Capital Management sold 57 Caterpillar shares in Q3 2026, an estimated $48.3K.
Caterpillar made up 2.03% of Sitrin Capital Management's portfolio in Q3 2026, its #28 holding.
Sitrin Capital Management first reported a position in Caterpillar in Q1 2018 and has held it in 9 quarters since.
Sitrin Capital Management's Caterpillar position peaked at $6.14M in Q4 2020.
2,734 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Sitrin Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.