Sonata Capital Group
CAT icon

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
Q3 		– Sell
-200
Closed -$213K – 130
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 $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Sonata Capital Group's CAT Position: Q3 2026 in Review

Sonata Capital Group sold out of Caterpillar (CAT) in Q3 2026, closing a stake of 200 shares — an estimated $213K sold.

Sonata Capital Group first reported a position in CAT in Q3 2023 and held it in 2 quarters. The position peaked at $250K in Q3 2023. 1,772 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Sonata Capital Group reported no remaining Caterpillar position as of Q3 2026 after selling out during the quarter.
  • Sonata Capital Group sold 200 Caterpillar shares in Q3 2026, an estimated $213K.
  • Sonata Capital Group first reported a position in Caterpillar in Q3 2023 and held it in 2 quarters.
  • Sonata Capital Group's Caterpillar position peaked at $250K in Q3 2023.
  • 1,772 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

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