Hall Capital Management’s Caterpillar CAT Stock Holding History

Hall Capital 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	$546K	Buy	613 +18	+3%	+$12.5K	0.2%	62
2025 Q4	$341K	Hold	595	–	–	0.13%	78
2025 Q3	$284K	Hold	595	–	–	0.11%	84
2025 Q2	$231K	Buy	+595	New	+$198K	0.1%	91
2025 Q1	–	Sell	-595	Closed	-$216K	–	95
2024 Q4	$216K	Buy	+595	New	+$231K	0.1%	97
2024 Q2	–	Sell	-595	Closed	-$218K	–	99
2024 Q1	$218K	Buy	+595	New	+$190K	0.11%	97
2023 Q4	–	Sell	-745	Closed	-$203K	–	94
2023 Q3	$203K	Buy	+745	New	+$202K	0.13%	90
2022 Q2	–	Sell	-943	Closed	-$210K	–	91
2022 Q1	$210K	Sell	943 -50	-5%	-$10.5K	0.12%	98
2021 Q4	$205K	Buy	+993	New	+$200K	0.12%	97

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hall Capital Management's CAT Position: Q1 2026 in Review

Hall Capital Management increased its Caterpillar (CAT) stake by 3% in Q1 2026, buying an estimated $12.5K and bringing the position to 613 shares worth $546K. The position accounts for 0.2% of the portfolio, ranked #62.

Hall Capital Management first reported a position in CAT in Q4 2021 and has held it in 9 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Hall Capital Management held 613 shares of Caterpillar worth $546K as of Q1 2026.
Hall Capital Management bought 18 Caterpillar shares in Q1 2026, an estimated $12.5K.
Caterpillar made up 0.2% of Hall Capital Management's portfolio in Q1 2026, its #62 holding.
Hall Capital Management first reported a position in Caterpillar in Q4 2021 and has held it in 9 quarters since.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Hall Capital Management's 13F filing for Q1 2026, filed 11 May 2026.