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 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

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

Sitrin Capital Management's CAT Position: Q2 2026 in Review

Sitrin Capital Management opened a new position in Caterpillar (CAT) in Q2 2026: 5,614 shares worth $5.98M. The stake represents 2.65% of the portfolio and ranks #23 among its holdings. This is a return to the name: Sitrin Capital Management previously reported a position in CAT as recently as Q2 2021.

Sitrin Capital Management first reported a position in CAT in Q1 2018 and has held it in 8 quarters since. The position peaked at $6.14M in Q4 2020. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Sitrin Capital Management held 5,614 shares of Caterpillar worth $5.98M as of Q2 2026.
Caterpillar was a new Sitrin Capital Management position in Q2 2026.
Caterpillar made up 2.65% of Sitrin Capital Management's portfolio in Q2 2026, its #23 holding.
Sitrin Capital Management first reported a position in Caterpillar in Q1 2018 and has held it in 8 quarters since.
Sitrin Capital Management's Caterpillar position peaked at $6.14M in Q4 2020.
4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Sitrin Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.