SEC 13F Intelligence

Sage Investment Counsel LLC / CAT

Sage Investment Counsel LLC’s Caterpillar Inc Position

Does Sage Investment Counsel LLC own Caterpillar Inc (CAT)? Yes — 2.0K shares worth $1M (+1.58% of its 13F portfolio) as of Q1 2026, down from 2.1K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
2.0K
% of Portfolio
+1.58%
Quarters Held
6
currently held

Position History CAT

Reported value by quarter
Q4 ’24: $730,662Q4 ’24Q1 ’25: $684,088Q1 ’25Q2 ’25: $805,462Q2 ’25Q3 ’25: $983,082Q3 ’25Q4 ’25: $1MQ4 ’25Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.0K$1M+1.58%
Q4 20252.1K$1M+1.30%
Q3 20252.1K$983,082+1.09%
Q2 20252.1K$805,462+0.93%
Q1 20252.1K$684,088+0.87%
Q4 20242.0K$730,662+0.95%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sage Investment Counsel LLC’s full portfolio or all institutional holders of CAT.