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 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

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

Hamilton Capital's CAT Position: Q1 2026 in Review

Hamilton Capital increased its Caterpillar (CAT) stake by 14% in Q1 2026, buying an estimated $102K and bringing the position to 1,175 shares worth $832K. The position accounts for 0.04% of the portfolio, ranked #51.

Hamilton Capital first reported a position in CAT in Q4 2021 and has held it in 15 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Hamilton Capital held 1,175 shares of Caterpillar worth $832K as of Q1 2026.
Hamilton Capital bought 147 Caterpillar shares in Q1 2026, an estimated $102K.
Caterpillar made up 0.04% of Hamilton Capital's portfolio in Q1 2026, its #51 holding.
Hamilton Capital first reported a position in Caterpillar in Q4 2021 and has held it in 15 quarters since.
3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Hamilton Capital's 13F filing for Q1 2026, filed 15 May 2026.