Sterling Manor Financial’s Caterpillar CAT Stock Holding History

Sterling Manor Financial’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	$223K	Buy	+315	New	+$218K	0.14%	36
2023 Q1	–	Sell	-1,034	Closed	-$248K	–	53
2022 Q4	$248K	Buy	+1,034	New	+$225K	0.27%	38
2022 Q2	–	Sell	-923	Closed	-$206K	–	59
2022 Q1	$206K	Sell	923 -149	-14%	-$31.2K	0.16%	76
2021 Q4	$222K	Sell	1,072 -1,061	-50%	-$214K	0.17%	70
2021 Q3	$409K	Sell	2,133 -122	-5%	-$25.4K	0.34%	44
2021 Q2	$491K	Buy	2,255 +2	+0.1%	+$462	0.39%	39
2021 Q1	$522K	Buy	2,253 +342	+18%	+$70.8K	0.46%	34
2020 Q4	$348K	Buy	+1,911	New	+$324K	0.32%	50

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 $336B AUM 34.66% 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 Manor Financial's CAT Position: Q1 2026 in Review

Sterling Manor Financial opened a new position in Caterpillar (CAT) in Q1 2026: 315 shares worth $223K. The stake represents 0.14% of the portfolio and ranks #36 among its holdings. This is a return to the name: Sterling Manor Financial previously reported a position in CAT as recently as Q4 2022.

Sterling Manor Financial first reported a position in CAT in Q4 2020 and has held it in 8 quarters since. The position peaked at $522K in Q1 2021. 3,742 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Sterling Manor Financial held 315 shares of Caterpillar worth $223K as of Q1 2026.
Caterpillar was a new Sterling Manor Financial position in Q1 2026.
Caterpillar made up 0.14% of Sterling Manor Financial's portfolio in Q1 2026, its #36 holding.
Sterling Manor Financial first reported a position in Caterpillar in Q4 2020 and has held it in 8 quarters since.
Sterling Manor Financial's Caterpillar position peaked at $522K in Q1 2021.
3,742 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Sterling Manor Financial's 13F filing for Q1 2026, filed 13 Apr 2026.