HCPI
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Hamilton Capital Partners Inc.’s Caterpillar CAT Stock Holding History

Hamilton Capital Partners Inc.’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 		$47.6M Sell
44,737
-4,012
-8% -$3.52M 1.38% 23
2026
Q1 		$34.5M Buy
48,749
+40,523
+493% +$28.1M 1.16% 28
2025
Q4 		$4.71M Buy
8,226
+233
+3% +$130K 0.17% 100
2025
Q3 		$3.81M Buy
7,993
+7,033
+733% +$3M 0.16% 108
2025
Q2 		$373K Buy
960
+420
+78% +$140K 0.02% 143
2025
Q1 		$178K Sell
540
-44,936
-99% -$16M 0.01% 193
2024
Q4 		$16.5M Buy
45,476
+6,233
+16% +$2.42M 1.23% 29
2024
Q3 		$15.3M Buy
39,243
+5,052
+15% +$1.74M 1.33% 27
2024
Q2 		$11.4M Buy
34,191
+3,111
+10% +$1.08M 1.22% 27
2024
Q1 		$11.4M Buy
+31,080
New +$9.93M 1.38% 26

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State Street
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Vanguard Capital Management
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State Farm Mutual Automobile Insurance
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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Hamilton Capital Partners Inc.'s CAT Position: Q2 2026 in Review

Hamilton Capital Partners Inc. reduced its Caterpillar (CAT) stake by 8.2% in Q2 2026, selling an estimated $3.52M and leaving 44,737 shares worth $47.6M. The position accounts for 1.38% of the portfolio, ranked #23.

Hamilton Capital Partners Inc. first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. 3,898 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Hamilton Capital Partners Inc. held 44,737 shares of Caterpillar worth $47.6M as of Q2 2026.
  • Hamilton Capital Partners Inc. sold 4,012 Caterpillar shares in Q2 2026, an estimated $3.52M.
  • Caterpillar made up 1.38% of Hamilton Capital Partners Inc.'s portfolio in Q2 2026, its #23 holding.
  • Hamilton Capital Partners Inc. first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
  • 3,898 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Hamilton Capital Partners Inc.'s 13F filing for Q2 2026, filed 14 Aug 2026.