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Sterling Capital Management’s Caterpillar CAT Stock Holding History

Sterling Capital Management’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 		$5.75M Buy
8,111
+2,383
+42% +$1.65M 0.11% 168
2025
Q4 		$3.28M Buy
5,728
+1,916
+50% +$1.06M 0.05% 261
2025
Q3 		$1.82M Sell
3,812
-371
-9% -$158K 0.03% 422
2025
Q2 		$1.62M Buy
4,183
+187
+5% +$62.3K 0.02% 457
2025
Q1 		$1.32M Sell
3,996
-220
-5% -$78.4K 0.02% 509
2024
Q4 		$1.53M Sell
4,216
-12,835
-75% -$4.98M 0.02% 504
2024
Q3 		$6.67M Buy
+17,051
New +$5.89M 0.09% 155
2018
Q4 		– Sell
-59,871
Closed -$9.13M – 853
2018
Q3 		$9.13M Buy
59,871
+1,930
+3% +$273K 0.08% 202
2018
Q2 		$7.86M Sell
57,941
-670
-1% -$100K 0.07% 206
2018
Q1 		$8.64M Sell
58,611
-2,670
-4% -$422K 0.08% 206
2017
Q4 		$9.66M Sell
61,281
-2,840
-4% -$394K 0.09% 198
2017
Q3 		$8M Buy
+64,121
New +$7.38M 0.08% 204
2016
Q4 		– Sell
-2,795
Closed -$248K – 959
2016
Q3 		$248K Buy
+2,795
New +$229K ﹤0.01% 834
2015
Q1 		– Sell
-47,830
Closed -$4.38M – 884
2014
Q4 		$4.38M Buy
47,830
+275
+0.6% +$26.8K 0.04% 213
2014
Q3 		$4.71M Sell
47,555
-14,289
-23% -$1.51M 0.06% 193
2014
Q2 		$6.72M Buy
+61,844
New +$6.49M 0.06% 142
2013
Q3 		– Sell
-48,902
Closed -$4.03M – 662
2013
Q2 		$4.03M Buy
+48,902
New +$4.16M 0.05% 165

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

Sterling Capital Management's CAT Position: Q1 2026 in Review

Sterling Capital Management increased its Caterpillar (CAT) stake by 42% in Q1 2026, buying an estimated $1.65M and bringing the position to 8,111 shares worth $5.75M. The position accounts for 0.11% of the portfolio, ranked #168.

Sterling Capital Management first reported a position in CAT in Q2 2013 and has held it in 17 quarters since. The position peaked at $9.66M in Q4 2017. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Sterling Capital Management held 8,111 shares of Caterpillar worth $5.75M as of Q1 2026.
  • Sterling Capital Management bought 2,383 Caterpillar shares in Q1 2026, an estimated $1.65M.
  • Caterpillar made up 0.11% of Sterling Capital Management's portfolio in Q1 2026, its #168 holding.
  • Sterling Capital Management first reported a position in Caterpillar in Q2 2013 and has held it in 17 quarters since.
  • Sterling Capital Management's Caterpillar position peaked at $9.66M in Q4 2017.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Sterling Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.