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 Q2	$13.2M	Buy	12,416 +4,305	+53%	+$3.78M	0.22%	89
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 New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Sterling Capital Management's CAT Position: Q2 2026 in Review

Sterling Capital Management increased its Caterpillar (CAT) stake by 53% in Q2 2026, buying an estimated $3.78M and bringing the position to 12,416 shares worth $13.2M. The position accounts for 0.22% of the portfolio, ranked #89.

Sterling Capital Management first reported a position in CAT in Q2 2013 and has held it in 18 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Sterling Capital Management held 12,416 shares of Caterpillar worth $13.2M as of Q2 2026.
Sterling Capital Management bought 4,305 Caterpillar shares in Q2 2026, an estimated $3.78M.
Caterpillar made up 0.22% of Sterling Capital Management's portfolio in Q2 2026, its #89 holding.
Sterling Capital Management first reported a position in Caterpillar in Q2 2013 and has held it in 18 quarters since.
4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.