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
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 $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

Sunpointe's CAT Position: Q1 2026 in Review

Sunpointe increased its Caterpillar (CAT) stake by 24% in Q1 2026, buying an estimated $257K and bringing the position to 1,914 shares worth $1.36M. The position accounts for 0.44% of the portfolio, ranked #52.

Sunpointe first reported a position in CAT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.86M in Q2 2025. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Sunpointe held 1,914 shares of Caterpillar worth $1.36M as of Q1 2026.
  • Sunpointe bought 371 Caterpillar shares in Q1 2026, an estimated $257K.
  • Caterpillar made up 0.44% of Sunpointe's portfolio in Q1 2026, its #52 holding.
  • Sunpointe first reported a position in Caterpillar in Q4 2023 and has held it in 10 quarters since.
  • Sunpointe's Caterpillar position peaked at $1.86M in Q2 2025.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Sunpointe's 13F filing for Q1 2026, filed 21 Apr 2026.