SGK
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Steigerwald Gordon & Koch’s Caterpillar CAT Stock Holding History

Steigerwald Gordon & Koch’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 		$3.6M Sell
3,381
-36
-1% -$31.6K 0.36% 47
2026
Q1 		$2.42M Sell
3,417
-178
-5% -$123K 0.25% 57
2025
Q4 		$2.06M Sell
3,595
-59
-2% -$32.8K 0.2% 62
2025
Q3 		$1.74M Buy
3,654
+27
+0.7% +$11.5K 0.17% 63
2025
Q2 		$1.41M Buy
3,627
+23
+0.6% +$7.67K 0.15% 62
2025
Q1 		$1.19M Buy
3,604
+197
+6% +$70.2K 0.13% 63
2024
Q4 		$1.24M Sell
3,407
-121
-3% -$46.9K 0.14% 62
2024
Q3 		$1.38M Hold
3,528
– – 0.15% 60
2024
Q2 		$1.18M Buy
3,528
+6
+0.2% +$2.08K 0.14% 61
2024
Q1 		$1.29M Buy
3,522
+19
+0.5% +$6.07K 0.16% 59
2023
Q4 		$1.04M Sell
3,503
-9
-0.3% -$2.33K 0.14% 61
2023
Q3 		$959K Hold
3,512
– – 0.15% 58
2023
Q2 		$864K Sell
3,512
-126
-3% -$28.1K 0.13% 58
2023
Q1 		$833K Buy
3,638
+835
+30% +$202K 0.12% 59
2022
Q4 		$671K Buy
2,803
+29
+1% +$6.31K 0.11% 62
2022
Q3 		$455K Hold
2,774
– – 0.08% 75
2022
Q2 		$496K Sell
2,774
-162
-6% -$34.1K 0.09% 76
2022
Q1 		$654K Hold
2,936
– – 0.1% 68
2021
Q4 		$607K Sell
2,936
-40
-1% -$8.05K 0.09% 74
2021
Q3 		$571K Buy
2,976
+144
+5% +$30K 0.09% 74
2021
Q2 		$616K Sell
2,832
-9
-0.3% -$2.08K 0.1% 69
2021
Q1 		$659K Buy
2,841
+1
+0% +$207 0.12% 67
2020
Q4 		$517K Sell
2,840
-11
-0.4% -$1.86K 0.1% 71
2020
Q3 		$425K Sell
2,851
-36
-1% -$5.06K 0.1% 72
2020
Q2 		$365K Buy
2,887
+1
+0% +$119 0.1% 70
2020
Q1 		$335K Sell
2,886
-44
-2% -$5.62K 0.11% 68
2019
Q4 		$433K Buy
+2,930
New +$409K 0.1% 68

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

Steigerwald Gordon & Koch's CAT Position: Q2 2026 in Review

Steigerwald Gordon & Koch reduced its Caterpillar (CAT) stake by 1.1% in Q2 2026, selling an estimated $31.6K and leaving 3,381 shares worth $3.6M. The position accounts for 0.36% of the portfolio, ranked #47.

Steigerwald Gordon & Koch first reported a position in CAT in Q4 2019 and has held it in 27 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Steigerwald Gordon & Koch held 3,381 shares of Caterpillar worth $3.6M as of Q2 2026.
  • Steigerwald Gordon & Koch sold 36 Caterpillar shares in Q2 2026, an estimated $31.6K.
  • Caterpillar made up 0.36% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #47 holding.
  • Steigerwald Gordon & Koch first reported a position in Caterpillar in Q4 2019 and has held it in 27 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.