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 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 $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sterling Financial Planning's CAT Position: Q1 2026 in Review

Sterling Financial Planning reduced its Caterpillar (CAT) stake by 5.4% in Q1 2026, selling an estimated $13.9K and leaving 351 shares worth $249K. The position accounts for 0.07% of the portfolio, ranked #107.

Sterling Financial Planning first reported a position in CAT in Q4 2020 and has held it in 15 quarters since. The position peaked at $329K in Q3 2024. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Sterling Financial Planning held 351 shares of Caterpillar worth $249K as of Q1 2026.
Sterling Financial Planning sold 20 Caterpillar shares in Q1 2026, an estimated $13.9K.
Caterpillar made up 0.07% of Sterling Financial Planning's portfolio in Q1 2026, its #107 holding.
Sterling Financial Planning first reported a position in Caterpillar in Q4 2020 and has held it in 15 quarters since.
Sterling Financial Planning's Caterpillar position peaked at $329K in Q3 2024.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.