SCG
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Sonata Capital Group’s Caterpillar CAT Stock Holding History

Sonata Capital Group’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 		$213K Buy
+200
New +$176K 0.07% 127
2023
Q4 		– Sell
-916
Closed -$250K – 108
2023
Q3 		$250K Buy
+916
New +$248K 0.13% 92

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sonata Capital Group's CAT Position: Q2 2026 in Review

Sonata Capital Group opened a new position in Caterpillar (CAT) in Q2 2026: 200 shares worth $213K. The stake represents 0.07% of the portfolio and ranks #127 among its holdings. This is a return to the name: Sonata Capital Group previously reported a position in CAT as recently as Q3 2023.

Sonata Capital Group first reported a position in CAT in Q3 2023 and has held it in 2 quarters since. The position peaked at $250K in Q3 2023. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Sonata Capital Group held 200 shares of Caterpillar worth $213K as of Q2 2026.
  • Caterpillar was a new Sonata Capital Group position in Q2 2026.
  • Caterpillar made up 0.07% of Sonata Capital Group's portfolio in Q2 2026, its #127 holding.
  • Sonata Capital Group first reported a position in Caterpillar in Q3 2023 and has held it in 2 quarters since.
  • Sonata Capital Group's Caterpillar position peaked at $250K in Q3 2023.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Sonata Capital Group's 13F filing for Q2 2026, filed 24 Jul 2026.