SFSG
CAT icon

Sound Financial Strategies Group’s Caterpillar CAT Stock Holding History

Sound Financial Strategies 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
Q1 		$388K Sell
547
-1,053
-66% -$729K 0.26% 57
2025
Q4 		$917K Sell
1,600
-210
-12% -$117K 0.65% 35
2025
Q3 		$864K Buy
1,810
+95
+6% +$40.6K 0.63% 37
2025
Q2 		$666K Sell
1,715
-466
-21% -$155K 0.56% 76
2025
Q1 		$719K Sell
2,181
-140
-6% -$49.9K 0.64% 62
2024
Q4 		$842K Buy
2,321
+261
+13% +$101K 0.7% 43
2024
Q3 		$806K Buy
2,060
+58
+3% +$20K 0.65% 39
2024
Q2 		$667K Sell
2,002
-240
-11% -$83.2K 0.58% 52
2024
Q1 		$822K Sell
2,242
-91
-4% -$29.1K 0.68% 10
2023
Q4 		$690K Sell
2,333
-1,537
-40% -$399K 0.58% 13
2023
Q3 		$1.06M Sell
3,870
-349
-8% -$94.7K 0.87% 10
2023
Q2 		$1.04M Sell
4,219
-440
-9% -$98.1K 0.76% 19
2023
Q1 		$1.07M Sell
4,659
-148
-3% -$35.8K 0.71% 20
2022
Q4 		$1.15M Buy
+4,807
New +$1.05M 0.84% 13
2022
Q1 		– Sell
-2,801
Closed -$579K – 78
2021
Q4 		$579K Sell
2,801
-44
-2% -$8.86K 0.29% 69
2021
Q3 		$546K Buy
2,845
+13
+0.5% +$2.71K 0.27% 69
2021
Q2 		$616K Buy
2,832
+218
+8% +$50.3K 0.31% 53
2021
Q1 		$606K Sell
2,614
-1,128
-30% -$234K 0.31% 38
2020
Q4 		$681K Buy
+3,742
New +$635K 0.37% 21

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sound Financial Strategies Group's CAT Position: Q1 2026 in Review

Sound Financial Strategies Group reduced its Caterpillar (CAT) stake by 66% in Q1 2026, selling an estimated $729K and leaving 547 shares worth $388K. The position accounts for 0.26% of the portfolio, ranked #57.

Sound Financial Strategies Group first reported a position in CAT in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.15M in Q4 2022. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Sound Financial Strategies Group held 547 shares of Caterpillar worth $388K as of Q1 2026.
  • Sound Financial Strategies Group sold 1,053 Caterpillar shares in Q1 2026, an estimated $729K.
  • Caterpillar made up 0.26% of Sound Financial Strategies Group's portfolio in Q1 2026, its #57 holding.
  • Sound Financial Strategies Group first reported a position in Caterpillar in Q4 2020 and has held it in 19 quarters since.
  • Sound Financial Strategies Group's Caterpillar position peaked at $1.15M in Q4 2022.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.