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Anderson Hoagland & Co’s Caterpillar CAT Stock Holding History

Anderson Hoagland & Co’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 		$13.1M Sell
12,314
-4,090
-25% -$3.59M 1.03% 29
2026
Q1 		$11.6M Sell
16,404
-2,783
-15% -$1.93M 1% 27
2025
Q4 		$11M Hold
19,187
– – 0.95% 30
2025
Q3 		$9.16M Sell
19,187
-63
-0.3% -$26.9K 0.82% 36
2025
Q2 		$7.47M Buy
19,250
+39
+0.2% +$13K 0.71% 41
2025
Q1 		$5.26M Buy
19,211
+29
+0.2% +$10.3K 0.62% 46
2024
Q4 		$7.4M Hold
19,182
– – 0.76% 39
2024
Q3 		$7.62M Sell
19,182
-448
-2% -$155K 0.78% 41
2024
Q2 		$6.4M Hold
19,630
– – 0.67% 45
2024
Q1 		$7.3M Sell
19,630
-750
-4% -$240K 0.82% 40
2023
Q4 		$5.85M Sell
20,380
-51
-0.2% -$13.2K 0.72% 41
2023
Q3 		$5.58M Buy
20,431
+14
+0.1% +$3.8K 0.75% 34
2023
Q2 		$5.02M Hold
20,417
– – 0.65% 37
2023
Q1 		$4.67M Sell
20,417
-13,767
-40% -$3.33M 0.67% 38
2022
Q4 		$8.4M Buy
34,184
+556
+2% +$121K 1.22% 23
2022
Q3 		$5.52M Buy
33,628
+280
+0.8% +$51.1K 0.88% 33
2022
Q2 		$6.01M Sell
33,348
-380
-1% -$80.1K 0.9% 33
2022
Q1 		$7.51M Sell
33,728
-236
-0.7% -$49.5K 0.97% 33
2021
Q4 		$7.28M Sell
33,964
-551
-2% -$111K 0.95% 32
2021
Q3 		$6.63M Buy
34,515
+124
+0.4% +$25.8K 0.84% 33
2021
Q2 		$7.49M Buy
34,391
+702
+2% +$162K 0.95% 31
2021
Q1 		$7.81M Buy
33,689
+500
+2% +$104K 1.1% 26
2020
Q4 		$6.04M Buy
33,189
+6,699
+25% +$1.14M 0.96% 30
2020
Q3 		$3.35M Buy
26,490
+4,252
+19% +$597K 1.6% 13
2020
Q2 		$2.81M Sell
22,238
-5,109
-19% -$606K 1.33% 21
2020
Q1 		$2.86M Buy
27,347
+2,164
+9% +$276K 1.77% 15
2019
Q4 		$3.65M Buy
25,183
+104
+0.4% +$14.5K 2.06% 10
2019
Q3 		$2.98M Sell
25,079
-153
-0.6% -$19.4K 1.81% 11
2019
Q2 		$3.02M Buy
25,232
+420
+2% +$55.5K 1.87% 11
2019
Q1 		$3.3M Sell
24,812
-30
-0.1% -$3.98K 1.99% 12
2018
Q4 		$3.02M Buy
24,842
+238
+1% +$31K 2.14% 9
2018
Q3 		$3.76M Sell
24,604
-294
-1% -$41.6K 2.11% 9
2018
Q2 		$3.38M Buy
24,898
+70
+0.3% +$10.5K 1.88% 11
2018
Q1 		$3.66M Sell
24,828
-120
-0.5% -$18.9K 2.1% 10
2017
Q4 		$3.93M Sell
24,948
-94
-0.4% -$13K 2.31% 10
2017
Q3 		$3.12M Buy
25,042
+84
+0.3% +$9.67K 1.92% 11
2017
Q2 		$2.68M Sell
24,958
-1,269
-5% -$129K 1.71% 13
2017
Q1 		$2.43M Sell
26,227
-3,325
-11% -$315K 1.31% 19
2016
Q4 		$2.74M Sell
29,552
-1,790
-6% -$162K 1.6% 15
2016
Q3 		$2.78M Sell
31,342
-10,923
-26% -$894K 1.6% 19
2016
Q2 		$3.2M Sell
42,265
-1,605
-4% -$120K 1.97% 15
2016
Q1 		$3.36M Buy
43,870
+36,735
+515% +$2.46M 2.08% 17
2015
Q4 		$485K Hold
7,135
– – 0.3% 75
2015
Q3 		$466K Buy
7,135
+300
+4% +$22.9K 0.3% 76
2015
Q2 		$580K Buy
6,835
+385
+6% +$33.1K 0.34% 73
2015
Q1 		$560K Hold
6,450
– – 0.32% 74
2014
Q4 		$590K Sell
6,450
-400
-6% -$38.9K 0.36% 60
2014
Q3 		$747K Hold
6,850
– – 0.46% 55
2014
Q2 		$744K Hold
6,850
– – 0.48% 53
2014
Q1 		$681K Hold
6,850
– – 0.45% 53
2013
Q4 		$622K Hold
6,850
– – 0.43% 59
2013
Q3 		$571K Buy
+6,850
New +$579K 0.4% 61

Other funds holding CAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Anderson Hoagland & Co's CAT Position: Q2 2026 in Review

Anderson Hoagland & Co reduced its Caterpillar (CAT) stake by 25% in Q2 2026, selling an estimated $3.59M and leaving 12,314 shares worth $13.1M. The position accounts for 1.03% of the portfolio, ranked #29.

Anderson Hoagland & Co first reported a position in CAT in Q3 2013 and has held it in 52 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Anderson Hoagland & Co held 12,314 shares of Caterpillar worth $13.1M as of Q2 2026.
  • Anderson Hoagland & Co sold 4,090 Caterpillar shares in Q2 2026, an estimated $3.59M.
  • Caterpillar made up 1.03% of Anderson Hoagland & Co's portfolio in Q2 2026, its #29 holding.
  • Anderson Hoagland & Co first reported a position in Caterpillar in Q3 2013 and has held it in 52 quarters since.
  • 736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Anderson Hoagland & Co's 13F filing for Q2 2026, filed 6 Jul 2026.