Hamilton Capital’s Caterpillar CAT Stock Holding History

Hamilton Capital’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 Q3	$988K	Buy	1,218 +6	+0.5%	+$5.09K	0.06%	47
2026 Q2	$1.29M	Buy	1,212 +37	+3%	+$32.5K	0.06%	38
2026 Q1	$832K	Buy	1,175 +147	+14%	+$102K	0.04%	51
2025 Q4	$589K	Buy	+1,028	New	+$571K	0.03%	62
2025 Q2	$342K	Sell	882 -13	-1%	-$4.33K	0.02%	92
2025 Q1	$295K	Buy	895 +7	+0.8%	+$2.49K	0.02%	100
2024 Q4	$322K	Sell	888 -1	-0.1%	-$388	0.02%	79
2024 Q3	$334K	Hold	889	–	–	0.02%	81
2024 Q2	$296K	Sell	889 -31	-3%	-$10.7K	0.02%	80
2024 Q1	$337K	Sell	920 -5	-0.5%	-$1.6K	0.03%	92
2023 Q4	$273K	Sell	925 -333	-26%	-$86.4K	0.02%	99
2023 Q3	$343K	Buy	1,258 +23	+2%	+$6.24K	0.03%	72
2023 Q2	$304K	Buy	1,235 +50	+4%	+$11.1K	0.02%	79
2023 Q1	$271K	Sell	1,185 -54	-4%	-$13.1K	0.02%	90
2022 Q4	$297K	Buy	+1,239	New	+$270K	0.02%	100
2022 Q2	–	Sell	-945	Closed	-$211K	–	115
2022 Q1	$211K	Sell	945 -1,638	-63%	-$344K	0.01%	111
2021 Q4	$534K	Buy	+2,583	New	+$520K	0.04%	60

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Hamilton Capital's CAT Position: Q3 2026 in Review

Hamilton Capital increased its Caterpillar (CAT) stake by 0.5% in Q3 2026, buying an estimated $5.09K and bringing the position to 1,218 shares worth $988K. The position accounts for 0.06% of the portfolio, ranked #47.

Hamilton Capital first reported a position in CAT in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.29M in Q2 2026. 1,772 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Hamilton Capital held 1,218 shares of Caterpillar worth $988K as of Q3 2026.
Hamilton Capital bought 6 Caterpillar shares in Q3 2026, an estimated $5.09K.
Caterpillar made up 0.06% of Hamilton Capital's portfolio in Q3 2026, its #47 holding.
Hamilton Capital first reported a position in Caterpillar in Q4 2021 and has held it in 17 quarters since.
Hamilton Capital's Caterpillar position peaked at $1.29M in Q2 2026.
1,772 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Hamilton Capital's 13F filing for Q3 2026, filed 8 Oct 2026.