S
CAT icon

Sunpointe’s Caterpillar CAT Stock Holding History

Sunpointe’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 		$1.82M Sell
1,705
-209
-11% -$184K 0.52% 43
2026
Q1 		$1.36M Buy
1,914
+371
+24% +$257K 0.44% 52
2025
Q4 		$884K Buy
1,543
+5
+0.3% +$2.78K 0.29% 66
2025
Q3 		$734K Sell
1,538
-3,248
-68% -$1.39M 0.27% 88
2025
Q2 		$1.86M Buy
4,786
+87
+2% +$29K 0.74% 36
2025
Q1 		$1.55M Sell
4,699
-330
-7% -$118K 0.83% 31
2024
Q4 		$1.82M Buy
5,029
+4,176
+490% +$1.62M 0.92% 30
2024
Q3 		$334K Sell
853
-189
-18% -$65.3K 0.27% 95
2024
Q2 		$347K Buy
1,042
+346
+50% +$120K 0.23% 93
2024
Q1 		$255K Sell
696
-14
-2% -$4.47K 0.28% 107
2023
Q4 		$210K Buy
+710
New +$184K 0.27% 119

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

Sunpointe's CAT Position: Q2 2026 in Review

Sunpointe reduced its Caterpillar (CAT) stake by 11% in Q2 2026, selling an estimated $184K and leaving 1,705 shares worth $1.82M. The position accounts for 0.52% of the portfolio, ranked #43.

Sunpointe first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.86M in Q2 2025. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Sunpointe held 1,705 shares of Caterpillar worth $1.82M as of Q2 2026.
  • Sunpointe sold 209 Caterpillar shares in Q2 2026, an estimated $184K.
  • Caterpillar made up 0.52% of Sunpointe's portfolio in Q2 2026, its #43 holding.
  • Sunpointe first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • Sunpointe's Caterpillar position peaked at $1.86M in Q2 2025.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.