SFP
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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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Sterling Financial Planning's CAT Position: Q2 2026 in Review

Sterling Financial Planning reduced its Caterpillar (CAT) stake by 6.8% in Q2 2026, selling an estimated $21.1K and leaving 327 shares worth $348K. The position accounts for 0.09% of the portfolio, ranked #92.

Sterling Financial Planning first reported a position in CAT in Q4 2020 and has held it in 16 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Sterling Financial Planning held 327 shares of Caterpillar worth $348K as of Q2 2026.
  • Sterling Financial Planning sold 24 Caterpillar shares in Q2 2026, an estimated $21.1K.
  • Caterpillar made up 0.09% of Sterling Financial Planning's portfolio in Q2 2026, its #92 holding.
  • Sterling Financial Planning first reported a position in Caterpillar in Q4 2020 and has held it in 16 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.