AHL
CAT icon

Abel Hall LLC’s Caterpillar CAT Stock Holding History

Abel Hall LLC’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 		$1.87M Buy
1,752
+19
+1% +$16.7K 0.32% 42
2026
Q1 		$1.23M Buy
1,733
+249
+17% +$172K 0.26% 54
2025
Q4 		$850K Buy
1,484
+849
+134% +$472K 0.2% 78
2025
Q3 		$303K Sell
635
-1,006
-61% -$429K 0.12% 177
2025
Q2 		$637K Buy
+1,641
New +$547K 0.29% 56
2025
Q1 		– Sell
-590
Closed -$214K – 210
2024
Q4 		$214K Buy
590
+15
+3% +$5.82K 0.14% 124
2024
Q3 		$225K Buy
+575
New +$199K 0.15% 124

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Abel Hall LLC's CAT Position: Q2 2026 in Review

Abel Hall LLC increased its Caterpillar (CAT) stake by 1.1% in Q2 2026, buying an estimated $16.7K and bringing the position to 1,752 shares worth $1.87M. The position accounts for 0.32% of the portfolio, ranked #42.

Abel Hall LLC first reported a position in CAT in Q3 2024 and has held it in 7 quarters since. 1,642 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Abel Hall LLC held 1,752 shares of Caterpillar worth $1.87M as of Q2 2026.
  • Abel Hall LLC bought 19 Caterpillar shares in Q2 2026, an estimated $16.7K.
  • Caterpillar made up 0.32% of Abel Hall LLC's portfolio in Q2 2026, its #42 holding.
  • Abel Hall LLC first reported a position in Caterpillar in Q3 2024 and has held it in 7 quarters since.
  • 1,642 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Abel Hall LLC's 13F filing for Q2 2026, filed 24 Jul 2026.