Hager Investment Management Services’s Caterpillar CAT Stock Holding History

Hager Investment Management Services’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	$3.99M	Sell	3,742 -521	-12%	-$458K	1.83%	19
2026 Q1	$3.02M	Sell	4,263 -139	-3%	-$96.3K	1.66%	19
2025 Q4	$2.52M	Sell	4,402 -762	-15%	-$424K	1.38%	25
2025 Q3	$2.46M	Sell	5,164 -444	-8%	-$190K	1.33%	26
2025 Q2	$2.18M	Sell	5,608 -36	-0.6%	-$12K	1.3%	28
2025 Q1	$1.86M	Sell	5,644 -143	-2%	-$50.9K	1.3%	25
2024 Q4	$2.1M	Buy	+5,787	New	+$2.24M	1.31%	24

Other funds holding CAT

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Hager Investment Management Services's CAT Position: Q2 2026 in Review

Hager Investment Management Services reduced its Caterpillar (CAT) stake by 12% in Q2 2026, selling an estimated $458K and leaving 3,742 shares worth $3.99M. The position accounts for 1.83% of the portfolio, ranked #19.

Hager Investment Management Services first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 1,112 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Hager Investment Management Services held 3,742 shares of Caterpillar worth $3.99M as of Q2 2026.
Hager Investment Management Services sold 521 Caterpillar shares in Q2 2026, an estimated $458K.
Caterpillar made up 1.83% of Hager Investment Management Services's portfolio in Q2 2026, its #19 holding.
Hager Investment Management Services first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
1,112 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.