SIP
CAT icon

Stoneridge Investment Partners’s Caterpillar CAT Stock Holding History

Stoneridge Investment Partners’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 		$658K Buy
+808
New +$710K 0.43% 72
2024
Q4 		– Sell
-6,043
Closed -$2.36M – 143
2024
Q3 		$2.36M Sell
6,043
-48
-0.8% -$16.6K 0.88% 39
2024
Q2 		$2.03M Buy
+6,091
New +$2.11M 0.77% 41
2024
Q1 		– Sell
-7,476
Closed -$2.21M – 128
2023
Q4 		$2.21M Sell
7,476
-13
-0.2% -$3.37K 0.93% 42
2023
Q3 		$2.04M Sell
7,489
-5,056
-40% -$1.37M 0.96% 39
2023
Q2 		$3.09M Buy
12,545
+355
+3% +$79.2K 1.34% 23
2023
Q1 		$2.79M Sell
12,190
-549
-4% -$133K 1.48% 22
2022
Q4 		$3.05M Sell
12,739
-3,744
-23% -$815K 1.68% 21
2022
Q3 		$2.71M Buy
16,483
+1,125
+7% +$206K 1.59% 22
2022
Q2 		$2.75M Hold
15,358
– – 1.51% 22
2022
Q1 		$3.42M Buy
15,358
+1,350
+10% +$283K 1.61% 18
2021
Q4 		$2.9M Buy
14,008
+7,033
+101% +$1.42M 1.34% 23
2021
Q3 		$1.34M Sell
6,975
-200
-3% -$41.7K 0.67% 41
2021
Q2 		$1.56M Buy
+7,175
New +$1.66M 0.76% 42
2020
Q4 		– Sell
-12,289
Closed -$1.83M – 111
2020
Q3 		$1.83M Sell
12,289
-19,058
-61% -$2.68M 1.21% 25
2020
Q2 		$3.96M Sell
31,347
-4,100
-12% -$486K 1.67% 15
2020
Q1 		$4.11M Buy
35,447
+21,958
+163% +$2.8M 1.85% 16
2019
Q4 		$1.99M Sell
13,489
-27,182
-67% -$3.79M 0.67% 47
2019
Q3 		$5.14M Buy
40,671
+10,918
+37% +$1.39M 1.89% 11
2019
Q2 		$4.05M Sell
29,753
-2,157
-7% -$285K 1.44% 19
2019
Q1 		$4.32M Buy
31,910
+8,423
+36% +$1.12M 1.27% 27
2018
Q4 		$2.98M Buy
+23,487
New +$3.06M 0.94% 34

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Stoneridge Investment Partners's CAT Position: Q2 2026 in Review

Stoneridge Investment Partners opened a new position in Caterpillar (CAT) in Q2 2026: 808 shares worth $658K. The stake represents 0.43% of the portfolio and ranks #72 among its holdings. This is a return to the name: Stoneridge Investment Partners previously reported a position in CAT as recently as Q3 2024.

Stoneridge Investment Partners first reported a position in CAT in Q4 2018 and has held it in 22 quarters since. The position peaked at $5.14M in Q3 2019. 4,061 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Stoneridge Investment Partners held 808 shares of Caterpillar worth $658K as of Q2 2026.
  • Caterpillar was a new Stoneridge Investment Partners position in Q2 2026.
  • Caterpillar made up 0.43% of Stoneridge Investment Partners's portfolio in Q2 2026, its #72 holding.
  • Stoneridge Investment Partners first reported a position in Caterpillar in Q4 2018 and has held it in 22 quarters since.
  • Stoneridge Investment Partners's Caterpillar position peaked at $5.14M in Q3 2019.
  • 4,061 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Stoneridge Investment Partners's 13F filing for Q2 2026, filed 6 Aug 2026.