HCP
CAT icon

Hamilton Capital Partners’s Caterpillar CAT Stock Holding History

Hamilton Capital Partners’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 		– Sell
-432
Closed -$306K – 33
2026
Q1 		$306K Buy
+432
New +$299K 0.1% 24

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Principal Financial Group
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Aberdeen Group
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New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TD Asset Management
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ECSS
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Hamilton Capital Partners's CAT Position: Q2 2026 in Review

Hamilton Capital Partners sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 432 shares — an estimated $306K sold.

Hamilton Capital Partners first reported a position in CAT in Q1 2026 and held it in 1 quarter. The position peaked at $306K in Q1 2026. 2,231 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Hamilton Capital Partners reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
  • Hamilton Capital Partners sold 432 Caterpillar shares in Q2 2026, an estimated $306K.
  • Hamilton Capital Partners first reported a position in Caterpillar in Q1 2026 and held it in 1 quarter.
  • Hamilton Capital Partners's Caterpillar position peaked at $306K in Q1 2026.
  • 2,231 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Hamilton Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.