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Fox Hill Wealth Management’s Caterpillar CAT Stock Holding History

Fox Hill Wealth Management’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 		$10.5M Buy
9,832
+4,701
+92% +$4.13M 4.2% 5
2026
Q1 		$3.63M Buy
5,131
+1,099
+27% +$761K 1.75% 15
2025
Q4 		$2.31M Buy
4,032
+503
+14% +$280K 1.07% 29
2025
Q3 		$1.68M Buy
3,529
+259
+8% +$111K 0.79% 39
2025
Q2 		$1.27M Buy
3,270
+110
+3% +$36.7K 0.65% 45
2025
Q1 		$1.04M Buy
3,160
+1,907
+152% +$679K 0.62% 51
2024
Q4 		$455K Sell
1,253
-5,820
-82% -$2.26M 0.26% 68
2024
Q3 		$2.77M Sell
7,073
-85
-1% -$29.4K 1.52% 16
2024
Q2 		$2.38M Buy
7,158
+4,850
+210% +$1.68M 1.46% 17
2024
Q1 		$846K Buy
2,308
+330
+17% +$105K 0.57% 49
2023
Q4 		$585K Buy
+1,978
New +$513K 0.45% 58

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Fox Hill Wealth Management's CAT Position: Q2 2026 in Review

Fox Hill Wealth Management increased its Caterpillar (CAT) stake by 92% in Q2 2026, buying an estimated $4.13M and bringing the position to 9,832 shares worth $10.5M. The position accounts for 4.2% of the portfolio, ranked #5.

Fox Hill Wealth Management first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 4,047 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Fox Hill Wealth Management held 9,832 shares of Caterpillar worth $10.5M as of Q2 2026.
  • Fox Hill Wealth Management bought 4,701 Caterpillar shares in Q2 2026, an estimated $4.13M.
  • Caterpillar made up 4.2% of Fox Hill Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Fox Hill Wealth Management first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 4,047 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Fox Hill Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.