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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fox Hill Wealth Management's CAT Position: Q1 2026 in Review

Fox Hill Wealth Management increased its Caterpillar (CAT) stake by 27% in Q1 2026, buying an estimated $761K and bringing the position to 5,131 shares worth $3.63M. The position accounts for 1.75% of the portfolio, ranked #15.

Fox Hill Wealth Management first reported a position in CAT in Q4 2023 and has held it in 10 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Fox Hill Wealth Management held 5,131 shares of Caterpillar worth $3.63M as of Q1 2026.
  • Fox Hill Wealth Management bought 1,099 Caterpillar shares in Q1 2026, an estimated $761K.
  • Caterpillar made up 1.75% of Fox Hill Wealth Management's portfolio in Q1 2026, its #15 holding.
  • Fox Hill Wealth Management first reported a position in Caterpillar in Q4 2023 and has held it in 10 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Fox Hill Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.