Halbert Hargrove Global Advisors’s Caterpillar CAT Stock Holding History

Halbert Hargrove Global Advisors’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	$82.4K	Buy	77 +3	+4%	+$2.63K	﹤0.01%	170
2026 Q1	$52.7K	Hold	74	–	–	﹤0.01%	187
2025 Q4	$42.6K	Sell	74 -48	-39%	-$26.7K	﹤0.01%	205
2025 Q3	$58.4K	Buy	122 +48	+65%	+$20.5K	﹤0.01%	173
2025 Q2	$28.9K	Sell	74 -12	-14%	-$4K	﹤0.01%	171
2025 Q1	$28.5K	Buy	86 +12	+16%	+$4.27K	﹤0.01%	175
2024 Q4	$27K	Buy	+74	New	+$28.7K	﹤0.01%	180
2023 Q2	–	Sell	-1,041	Closed	-$238K	–	111
2023 Q1	$238K	Sell	1,041 -12	-1%	-$2.9K	0.02%	142
2022 Q4	$252K	Buy	+1,053	New	+$229K	0.02%	129
2021 Q3	–	Sell	-929	Closed	-$202K	–	150
2021 Q2	$202K	Buy	929 +39	+4%	+$9.01K	0.01%	146
2021 Q1	$206K	Buy	+890	New	+$184K	0.01%	124

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Halbert Hargrove Global Advisors's CAT Position: Q2 2026 in Review

Halbert Hargrove Global Advisors increased its Caterpillar (CAT) stake by 4.1% in Q2 2026, buying an estimated $2.63K and bringing the position to 77 shares worth $82.4K. The position accounts for ﹤0.01% of the portfolio, ranked #170.

Halbert Hargrove Global Advisors first reported a position in CAT in Q1 2021 and has held it in 11 quarters since. The position peaked at $252K in Q4 2022. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Halbert Hargrove Global Advisors held 77 shares of Caterpillar worth $82.4K as of Q2 2026.
Halbert Hargrove Global Advisors bought 3 Caterpillar shares in Q2 2026, an estimated $2.63K.
Caterpillar made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #170 holding.
Halbert Hargrove Global Advisors first reported a position in Caterpillar in Q1 2021 and has held it in 11 quarters since.
Halbert Hargrove Global Advisors's Caterpillar position peaked at $252K in Q4 2022.
4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.