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Sittner & Nelson’s Caterpillar CAT Stock Holding History

Sittner & Nelson’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 		$3.33M Sell
3,128
-41
-1% -$36K 1.05% 22
2026
Q1 		$2.25M Hold
3,169
– – 0.82% 29
2025
Q4 		$2.3M Sell
3,169
-41
-1% -$22.8K 0.81% 26
2025
Q3 		$1.53M Buy
3,210
+2
+0.1% +$854 0.56% 36
2025
Q2 		$1.25M Buy
3,208
+442
+16% +$147K 0.5% 38
2025
Q1 		$912K Buy
2,766
+1
+0% +$356 0.39% 46
2024
Q4 		$1M Buy
2,765
+2
+0.1% +$776 0.43% 43
2024
Q3 		$1.08M Sell
2,763
-24
-0.9% -$8.29K 0.48% 39
2024
Q2 		$928K Buy
2,787
+2
+0.1% +$693 0.46% 44
2024
Q1 		$1.02M Sell
2,785
-544
-16% -$174K 0.51% 37
2023
Q4 		$984K Buy
3,329
+91
+3% +$23.6K 0.53% 37
2023
Q3 		$884K Buy
3,238
+2
+0.1% +$543 0.51% 38
2023
Q2 		$796K Buy
3,236
+820
+34% +$183K 0.44% 44
2023
Q1 		$553K Buy
2,416
+169
+8% +$40.9K 0.32% 57
2022
Q4 		$538K Buy
2,247
+549
+32% +$120K 0.33% 55
2022
Q3 		$279K Buy
1,698
+277
+19% +$50.6K 0.19% 86
2022
Q2 		$254K Buy
1,421
+296
+26% +$62.4K 0.17% 95
2022
Q1 		$251K Buy
1,125
+2
+0.2% +$419 0.15% 95
2021
Q4 		$232K Buy
1,123
+1
+0.1% +$201 0.14% 94
2021
Q3 		$215K Buy
1,122
+1
+0.1% +$208 0.14% 92
2021
Q2 		$244K Buy
1,121
+2
+0.2% +$462 0.17% 80
2021
Q1 		$260K Sell
1,119
-39
-3% -$8.07K 0.19% 76
2020
Q4 		$211K Buy
+1,158
New +$196K 0.19% 78

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

Sittner & Nelson's CAT Position: Q2 2026 in Review

Sittner & Nelson reduced its Caterpillar (CAT) stake by 1.3% in Q2 2026, selling an estimated $36K and leaving 3,128 shares worth $3.33M. The position accounts for 1.05% of the portfolio, ranked #22.

Sittner & Nelson first reported a position in CAT in Q4 2020 and has held it in 23 quarters since. 4,061 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Sittner & Nelson held 3,128 shares of Caterpillar worth $3.33M as of Q2 2026.
  • Sittner & Nelson sold 41 Caterpillar shares in Q2 2026, an estimated $36K.
  • Caterpillar made up 1.05% of Sittner & Nelson's portfolio in Q2 2026, its #22 holding.
  • Sittner & Nelson first reported a position in Caterpillar in Q4 2020 and has held it in 23 quarters since.
  • 4,061 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.