HFF
CAT icon

Halter Ferguson Financial’s Caterpillar CAT Stock Holding History

Halter Ferguson Financial’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 		$577K Sell
542
-37
-6% -$32.5K 0.09% 29
2026
Q1 		$410K Hold
579
– – 0.09% 35
2025
Q4 		$332K Buy
579
+78
+16% +$43.4K 0.07% 34
2025
Q3 		$239K Sell
501
-80
-14% -$34.2K 0.05% 32
2025
Q2 		$226K Buy
+581
New +$194K 0.08% 30
2024
Q4 		– Sell
-537
Closed -$210K – 35
2024
Q3 		$210K Buy
+537
New +$185K 0.11% 32

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

Halter Ferguson Financial's CAT Position: Q2 2026 in Review

Halter Ferguson Financial reduced its Caterpillar (CAT) stake by 6.4% in Q2 2026, selling an estimated $32.5K and leaving 542 shares worth $577K. The position accounts for 0.09% of the portfolio, ranked #29.

Halter Ferguson Financial first reported a position in CAT in Q3 2024 and has held it in 6 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Halter Ferguson Financial held 542 shares of Caterpillar worth $577K as of Q2 2026.
  • Halter Ferguson Financial sold 37 Caterpillar shares in Q2 2026, an estimated $32.5K.
  • Caterpillar made up 0.09% of Halter Ferguson Financial's portfolio in Q2 2026, its #29 holding.
  • Halter Ferguson Financial first reported a position in Caterpillar in Q3 2024 and has held it in 6 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Halter Ferguson Financial's 13F filing for Q2 2026, filed 3 Aug 2026.