SFO
CAT icon

Stenger Family Office’s Caterpillar CAT Stock Holding History

Stenger Family Office’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 		$11.9M Sell
11,136
-4
-0% -$3.51K 1.88% 14
2026
Q1 		$7.89M Buy
11,140
+1,063
+11% +$736K 1.39% 17
2025
Q4 		$5.77M Buy
10,077
+1,293
+15% +$719K 1.19% 22
2025
Q3 		$4.63M Buy
8,784
+1,373
+19% +$586K 0.95% 28
2025
Q2 		$3.22M Buy
+7,411
New +$2.47M 0.83% 31
2024
Q4 		$1.77M Buy
+4,876
New +$1.89M 0.6% 43

Other funds holding CAT

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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Stenger Family Office's CAT Position: Q2 2026 in Review

Stenger Family Office reduced its Caterpillar (CAT) stake by 0.04% in Q2 2026, selling an estimated $3.51K and leaving 11,136 shares worth $11.9M. The position accounts for 1.88% of the portfolio, ranked #14.

Stenger Family Office first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. 1,388 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Stenger Family Office held 11,136 shares of Caterpillar worth $11.9M as of Q2 2026.
  • Stenger Family Office sold 4 Caterpillar shares in Q2 2026, an estimated $3.51K.
  • Caterpillar made up 1.88% of Stenger Family Office's portfolio in Q2 2026, its #14 holding.
  • Stenger Family Office first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • 1,388 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Stenger Family Office's 13F filing for Q2 2026, filed 13 Jul 2026.