Sterling Investment Counsel’s Caterpillar CAT Stock Holding History

Sterling Investment Counsel’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	$747K	Sell	701 -60	-8%	-$52.7K	0.18%	86
2026 Q1	$539K	Buy	761 +18	+2%	+$12.5K	0.15%	93
2025 Q4	$426K	Hold	743	–	–	0.12%	108
2025 Q3	$354K	Buy	743 +76	+11%	+$32.4K	0.11%	91
2025 Q2	$259K	Sell	667 -414	-38%	-$138K	0.15%	112
2025 Q1	$357K	Buy	1,081 +456	+73%	+$162K	0.12%	118
2024 Q4	$227K	Sell	625 -415	-40%	-$161K	0.15%	109
2024 Q3	$407K	Buy	1,040 +301	+41%	+$104K	0.15%	102
2024 Q2	$246K	Hold	739	–	–	0.1%	139
2024 Q1	$271K	Buy	739 +5	+0.7%	+$1.6K	0.13%	127
2023 Q4	$217K	Hold	734	–	–	0.11%	144
2023 Q3	$200K	Buy	+734	New	+$199K	0.11%	149

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sterling Investment Counsel's CAT Position: Q2 2026 in Review

Sterling Investment Counsel reduced its Caterpillar (CAT) stake by 7.9% in Q2 2026, selling an estimated $52.7K and leaving 701 shares worth $747K. The position accounts for 0.18% of the portfolio, ranked #86.

Sterling Investment Counsel first reported a position in CAT in Q3 2023 and has held it in 12 quarters since. 1,991 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Sterling Investment Counsel held 701 shares of Caterpillar worth $747K as of Q2 2026.
Sterling Investment Counsel sold 60 Caterpillar shares in Q2 2026, an estimated $52.7K.
Caterpillar made up 0.18% of Sterling Investment Counsel's portfolio in Q2 2026, its #86 holding.
Sterling Investment Counsel first reported a position in Caterpillar in Q3 2023 and has held it in 12 quarters since.
1,991 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Sterling Investment Counsel's 13F filing for Q2 2026, filed 20 Jul 2026.