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Sutton Place Investors’s Caterpillar CAT Stock Holding History

Sutton Place Investors’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 		$527K Sell
495
-1
-0.2% -$878 0.26% 83
2026
Q1 		$351K Buy
496
+7
+1% +$4.85K 0.19% 98
2025
Q4 		$280K Buy
489
+14
+3% +$7.78K 0.15% 107
2025
Q3 		$227K Buy
+475
New +$203K 0.13% 114
2025
Q1 		– Sell
-1,181
Closed -$428K – 113
2024
Q4 		$428K Buy
1,181
+23
+2% +$8.92K 0.25% 88
2024
Q3 		$453K Buy
1,158
+39
+3% +$13.5K 0.28% 79
2024
Q2 		$373K Buy
1,119
+10
+0.9% +$3.47K 0.25% 81
2024
Q1 		$406K Buy
+1,109
New +$354K 0.2% 115

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Sutton Place Investors's CAT Position: Q2 2026 in Review

Sutton Place Investors reduced its Caterpillar (CAT) stake by 0.2% in Q2 2026, selling an estimated $878 and leaving 495 shares worth $527K. The position accounts for 0.26% of the portfolio, ranked #83.

Sutton Place Investors first reported a position in CAT in Q1 2024 and has held it in 8 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Sutton Place Investors held 495 shares of Caterpillar worth $527K as of Q2 2026.
  • Sutton Place Investors sold 1 Caterpillar share in Q2 2026, an estimated $878.
  • Caterpillar made up 0.26% of Sutton Place Investors's portfolio in Q2 2026, its #83 holding.
  • Sutton Place Investors first reported a position in Caterpillar in Q1 2024 and has held it in 8 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Sutton Place Investors's 13F filing for Q2 2026, filed 6 Aug 2026.