Sterling Wealth Management’s Caterpillar CAT Stock Holding History

Sterling Wealth Management’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 Q3	$1.63M	Hold	2,015	–	–	0.42%	35
2026 Q2	$2.15M	Buy	2,015 +72	+4%	+$63.2K	0.53%	30
2026 Q1	$1.38M	Hold	1,943	–	–	0.38%	35
2025 Q4	$1.11M	Hold	1,943	–	–	0.32%	40
2025 Q3	$927K	Sell	1,943 -39	-2%	-$16.6K	0.28%	45
2025 Q2	$769K	Buy	+1,982	New	+$661K	0.26%	47
2024 Q4	$787K	Hold	2,169	–	–	0.29%	45
2024 Q3	$848K	Buy	2,169 +200	+10%	+$69.1K	0.32%	43
2024 Q2	$656K	Hold	1,969	–	–	0.31%	46
2024 Q1	$722K	Hold	1,969	–	–	0.36%	41
2023 Q4	$582K	Buy	+1,969	New	+$511K	0.33%	44

Other funds holding CAT

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sterling Wealth Management's CAT Position: Q3 2026 in Review

Sterling Wealth Management held its Caterpillar (CAT) position steady in Q3 2026 at 2,015 shares worth $1.63M. The position accounts for 0.42% of the portfolio, ranked #35.

Sterling Wealth Management first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.15M in Q2 2026. 1,450 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Sterling Wealth Management held 2,015 shares of Caterpillar worth $1.63M as of Q3 2026.
Sterling Wealth Management left its Caterpillar share count unchanged in Q3 2026.
Caterpillar made up 0.42% of Sterling Wealth Management's portfolio in Q3 2026, its #35 holding.
Sterling Wealth Management first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
Sterling Wealth Management's Caterpillar position peaked at $2.15M in Q2 2026.
1,450 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Sterling Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.