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Hamel Associates’s Caterpillar CAT Stock Holding History

Hamel Associates’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 		$1.88M Sell
1,775
-16
-0.9% -$14.1K 0.52% 48
2026
Q1 		$1.27M Sell
1,791
-50
-3% -$34.6K 0.36% 47
2025
Q4 		$1.06M Sell
1,841
-281
-13% -$156K 0.32% 53
2025
Q3 		$1.01M Buy
2,122
+24
+1% +$10.2K 0.31% 51
2025
Q2 		$816K Sell
2,098
-130
-6% -$43.3K 0.28% 52
2025
Q1 		$735K Hold
2,228
– – 0.25% 57
2024
Q4 		$808K Sell
2,228
-250
-10% -$97K 0.26% 61
2024
Q3 		$969K Buy
2,478
+68
+3% +$23.5K 0.3% 58
2024
Q2 		$802K Sell
2,410
-55
-2% -$19.1K 0.25% 59
2024
Q1 		$903K Hold
2,465
– – 0.29% 55
2023
Q4 		$729K Sell
2,465
-250
-9% -$64.9K 0.26% 57
2023
Q3 		$740K Hold
2,715
– – 0.27% 54
2023
Q2 		$668K Sell
2,715
-4,500
-62% -$1M 0.23% 58
2023
Q1 		$1.65M Sell
7,215
-60
-0.8% -$14.5K 0.57% 51
2022
Q4 		$1.74M Sell
7,275
-575
-7% -$125K 0.61% 50
2022
Q3 		$1.29M Sell
7,850
-175
-2% -$32K 0.51% 55
2022
Q2 		$1.44M Sell
8,025
-975
-11% -$205K 0.57% 50
2022
Q1 		$2M Buy
9,000
+1,325
+17% +$278K 0.71% 46
2021
Q4 		$1.59M Buy
7,675
+6,025
+365% +$1.21M 0.57% 47
2021
Q3 		$317K Hold
1,650
– – 0.12% 61
2021
Q2 		$359K Hold
1,650
– – 0.14% 60
2021
Q1 		$382K Buy
1,650
+100
+6% +$20.7K 0.15% 61
2020
Q4 		$282K Buy
1,550
+175
+13% +$29.7K 0.12% 63
2020
Q3 		$205K Buy
+1,375
New +$193K 0.09% 64
2020
Q1 		– Sell
-2,400
Closed -$354K – 72
2019
Q4 		$354K Hold
2,400
– – 0.15% 70
2019
Q3 		$303K Sell
2,400
-2,150
-47% -$273K 0.13% 77
2019
Q2 		$620K Sell
4,550
-1,175
-21% -$155K 0.27% 63
2019
Q1 		$775K Sell
5,725
-1,975
-26% -$262K 0.35% 56
2018
Q4 		$979K Buy
7,700
+4,825
+168% +$628K 0.49% 55
2018
Q3 		$439K Hold
2,875
– – 0.19% 76
2018
Q2 		$391K Hold
2,875
– – 0.18% 74
2018
Q1 		$424 Buy
2,875
+900
+46% +$142K 0.03% 71
2017
Q4 		$311K Hold
1,975
– – 0.15% 74
2017
Q3 		$246K Buy
+1,975
New +$227K 0.12% 82
2017
Q1 		– Sell
-4,875
Closed -$451K – 80
2016
Q4 		$451K Sell
4,875
-150
-3% -$13.6K 0.23% 64
2016
Q3 		$447K Hold
5,025
– – 0.24% 65
2016
Q2 		$381K Hold
5,025
– – 0.2% 73
2016
Q1 		$385K Sell
5,025
-150
-3% -$10.1K 0.2% 73
2015
Q4 		$352K Sell
5,175
-9,675
-65% -$676K 0.22% 68
2015
Q3 		$971K Sell
14,850
-3,275
-18% -$251K 0.69% 45
2015
Q2 		$1.54M Sell
18,125
-13,425
-43% -$1.15M 1.01% 38
2015
Q1 		$2.52M Buy
31,550
+12,350
+64% +$1.03M 1.67% 19
2014
Q4 		$1.76M Buy
19,200
+150
+0.8% +$14.6K 1.14% 35
2014
Q3 		$1.89M Sell
19,050
-650
-3% -$68.9K 1.26% 28
2014
Q2 		$2.14M Hold
19,700
– – 1.41% 26
2014
Q1 		$1.96M Sell
19,700
-200
-1% -$18.9K 1.36% 29
2013
Q4 		$1.81M Buy
+19,900
New +$1.7M 1.27% 29

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Hamel Associates's CAT Position: Q2 2026 in Review

Hamel Associates reduced its Caterpillar (CAT) stake by 0.89% in Q2 2026, selling an estimated $14.1K and leaving 1,775 shares worth $1.88M. The position accounts for 0.52% of the portfolio, ranked #48.

Hamel Associates first reported a position in CAT in Q4 2013 and has held it in 47 quarters since. The position peaked at $2.52M in Q1 2015. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Hamel Associates held 1,775 shares of Caterpillar worth $1.88M as of Q2 2026.
  • Hamel Associates sold 16 Caterpillar shares in Q2 2026, an estimated $14.1K.
  • Caterpillar made up 0.52% of Hamel Associates's portfolio in Q2 2026, its #48 holding.
  • Hamel Associates first reported a position in Caterpillar in Q4 2013 and has held it in 47 quarters since.
  • Hamel Associates's Caterpillar position peaked at $2.52M in Q1 2015.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Hamel Associates's 13F filing for Q2 2026, filed 27 Jul 2026.