Sterling Financial Planning’s Caterpillar CAT Stock Holding History

Sterling Financial Planning’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 Q3	$229K	Sell	282 -45	-14%	-$38.2K	0.06%	109
2026 Q2	$348K	Sell	327 -24	-7%	-$21.1K	0.09%	92
2026 Q1	$249K	Sell	351 -20	-5%	-$13.9K	0.07%	107
2025 Q4	$213K	Buy	+371	New	+$206K	0.06%	116
2024 Q4	–	Sell	-841	Closed	-$329K	–	109
2024 Q3	$329K	Hold	841	–	–	0.12%	85
2024 Q2	$280K	Hold	841	–	–	0.11%	88
2024 Q1	$308K	Hold	841	–	–	0.12%	84
2023 Q4	$249K	Sell	841 -109	-11%	-$28.3K	0.11%	91
2023 Q3	$259K	Hold	950	–	–	0.13%	83
2023 Q2	$234K	Hold	950	–	–	0.12%	89
2023 Q1	$217K	Hold	950	–	–	0.12%	91
2022 Q4	$228K	Buy	+950	New	+$207K	0.14%	86
2022 Q2	–	Sell	-950	Closed	-$212K	–	90
2022 Q1	$212K	Buy	+950	New	+$199K	0.13%	88
2021 Q4	–	Sell	-950	Closed	-$182K	–	147
2021 Q3	$182K	Sell	950 -72	-7%	-$15K	0.12%	93
2021 Q2	$222K	Hold	1,022	–	–	0.14%	75
2021 Q1	$237K	Sell	1,022 -205	-17%	-$42.4K	0.17%	70
2020 Q4	$223K	Buy	+1,227	New	+$208K	0.18%	68

Other funds holding CAT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Sterling Financial Planning's CAT Position: Q3 2026 in Review

Sterling Financial Planning reduced its Caterpillar (CAT) stake by 14% in Q3 2026, selling an estimated $38.2K and leaving 282 shares worth $229K. The position accounts for 0.06% of the portfolio, ranked #109.

Sterling Financial Planning first reported a position in CAT in Q4 2020 and has held it in 17 quarters since. The position peaked at $348K in Q2 2026. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Sterling Financial Planning held 282 shares of Caterpillar worth $229K as of Q3 2026.
Sterling Financial Planning sold 45 Caterpillar shares in Q3 2026, an estimated $38.2K.
Caterpillar made up 0.06% of Sterling Financial Planning's portfolio in Q3 2026, its #109 holding.
Sterling Financial Planning first reported a position in Caterpillar in Q4 2020 and has held it in 17 quarters since.
Sterling Financial Planning's Caterpillar position peaked at $348K in Q2 2026.
3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Sterling Financial Planning's 13F filing for Q3 2026, filed 28 Oct 2026.