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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sterling Wealth Management's CAT Position: Q1 2026 in Review

Sterling Wealth Management held its Caterpillar (CAT) position steady in Q1 2026 at 1,943 shares worth $1.38M. The position accounts for 0.38% of the portfolio, ranked #35.

Sterling Wealth Management first reported a position in CAT in Q4 2023 and has held it in 9 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Sterling Wealth Management held 1,943 shares of Caterpillar worth $1.38M as of Q1 2026.
  • Sterling Wealth Management left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.38% of Sterling Wealth Management's portfolio in Q1 2026, its #35 holding.
  • Sterling Wealth Management first reported a position in Caterpillar in Q4 2023 and has held it in 9 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Sterling Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.