Sterling Investment Advisors (Pennsylvania)’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.65M | Sell |
1,545
-296
| -16% | -$260K | 0.27% | 85 |
|
|
2026
Q1 | $1.3M | Sell |
1,841
-10
| -0.5% | -$6.93K | 0.24% | 86 |
|
|
2025
Q4 | $1.06M | Sell |
1,851
-100
| -5% | -$55.6K | 0.2% | 95 |
|
|
2025
Q3 | $931K | Buy |
1,951
+1
| +0.1% | +$427 | 0.18% | 98 |
|
|
2025
Q2 | $757K | Buy |
1,950
+105
| +6% | +$35K | 0.17% | 107 |
|
|
2025
Q1 | $608K | Buy |
1,845
+96
| +5% | +$34.2K | 0.15% | 111 |
|
|
2024
Q4 | $634K | Buy |
1,749
+1
| +0.1% | +$388 | 0.15% | 98 |
|
|
2024
Q3 | $684K | Buy |
1,748
+1
| +0.1% | +$345 | 0.17% | 91 |
|
|
2024
Q2 | $582K | Buy |
1,747
+1
| +0.1% | +$347 | 0.16% | 94 |
|
|
2024
Q1 | $640K | Sell |
1,746
-99
| -5% | -$31.6K | 0.18% | 94 |
|
|
2023
Q4 | $546K | Buy |
1,845
+1
| +0.1% | +$259 | 0.17% | 94 |
|
|
2023
Q3 | $503K | Buy |
1,844
+1
| +0.1% | +$271 | 0.18% | 94 |
|
|
2023
Q2 | $453K | Buy |
1,843
+2
| +0.1% | +$446 | 0.15% | 97 |
|
|
2023
Q1 | $421K | Sell |
1,841
-49
| -3% | -$11.8K | 0.14% | 101 |
|
|
2022
Q4 | $453K | Sell |
1,890
-199
| -10% | -$43.3K | 0.16% | 103 |
|
|
2022
Q3 | $343K | Buy |
2,089
+1
| +0% | +$183 | 0.13% | 111 |
|
|
2022
Q2 | $373K | Buy |
2,088
+2
| +0.1% | +$421 | 0.13% | 107 |
|
|
2022
Q1 | $465K | Buy |
2,086
+1
| +0% | +$210 | 0.13% | 109 |
|
|
2021
Q4 | $431K | Buy |
2,085
+1
| +0% | +$201 | 0.12% | 113 |
|
|
2021
Q3 | $400K | Buy |
2,084
+1
| +0% | +$208 | 0.12% | 117 |
|
|
2021
Q2 | $453K | Buy |
2,083
+1
| +0% | +$231 | 0.13% | 116 |
|
|
2021
Q1 | $483K | Sell |
2,082
-249
| -11% | -$51.5K | 0.16% | 107 |
|
|
2020
Q4 | $424K | Sell |
2,331
-198
| -8% | -$33.6K | 0.14% | 102 |
|
|
2020
Q3 | $377K | Sell |
2,529
-248
| -9% | -$34.8K | 0.15% | 102 |
|
|
2020
Q2 | $351K | Buy |
2,777
+3
| +0.1% | +$356 | 0.15% | 103 |
|
|
2020
Q1 | $321K | Sell |
2,774
-972
| -26% | -$124K | 0.17% | 89 |
|
|
2019
Q4 | $553K | Buy |
3,746
+2,401
| +179% | +$335K | 0.25% | 80 |
|
|
2019
Q3 | $170K | Buy |
1,345
+3
| +0.2% | +$381 | 0.09% | 120 |
|
|
2019
Q2 | $183K | Buy |
1,342
+602
| +81% | +$79.5K | 0.09% | 121 |
|
|
2019
Q1 | $100K | Buy |
740
+402
| +119% | +$53.4K | 0.05% | 152 |
|
|
2018
Q4 | $42K | Sell |
338
-298
| -47% | -$38.8K | 0.02% | 210 |
|
|
2018
Q3 | $97K | Buy |
636
+336
| +112% | +$47.5K | 0.05% | 159 |
|
|
2018
Q2 | $40K | Buy |
+300
| New | +$44.8K | 0.02% | 224 |
|
|
2017
Q1 | – | Sell |
-60
| Closed | -$6K | – | 326 |
|
|
2016
Q4 | $6K | Buy |
+60
| New | +$5.44K | ﹤0.01% | 265 |
|
Other funds holding CAT
ECSS
MG
SMDAM
Sterling Investment Advisors (Pennsylvania)'s CAT Position: Q2 2026 in Review
Sterling Investment Advisors (Pennsylvania) reduced its Caterpillar (CAT) stake by 16% in Q2 2026, selling an estimated $260K and leaving 1,545 shares worth $1.65M. The position accounts for 0.27% of the portfolio, ranked #85.
Sterling Investment Advisors (Pennsylvania) first reported a position in CAT in Q4 2016 and has held it in 34 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Sterling Investment Advisors (Pennsylvania) held 1,545 shares of Caterpillar worth $1.65M as of Q2 2026.
- Sterling Investment Advisors (Pennsylvania) sold 296 Caterpillar shares in Q2 2026, an estimated $260K.
- Caterpillar made up 0.27% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #85 holding.
- Sterling Investment Advisors (Pennsylvania) first reported a position in Caterpillar in Q4 2016 and has held it in 34 quarters since.
- 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.