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Hanlon Investment Management’s Caterpillar CAT Stock Holding History

Hanlon Investment Management’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 		$1.09M Sell
1,023
-286
-22% -$251K 0.58% 47
2026
Q1 		$927K Sell
1,309
-73
-5% -$50.6K 0.51% 58
2025
Q4 		$792K Buy
1,382
+111
+9% +$61.7K 0.44% 84
2025
Q3 		$606K Buy
1,271
+185
+17% +$79K 0.36% 96
2025
Q2 		$422K Sell
1,086
-101
-9% -$33.7K 0.3% 112
2025
Q1 		$391K Buy
1,187
+16
+1% +$5.7K 0.3% 115
2024
Q4 		$425K Sell
1,171
-91
-7% -$35.3K 0.12% 120
2024
Q3 		$494K Buy
1,262
+177
+16% +$61.1K 0.14% 106
2024
Q2 		$361K Sell
1,085
-9
-0.8% -$3.12K 0.11% 115
2024
Q1 		$401K Buy
1,094
+157
+17% +$50.2K 0.12% 99
2023
Q4 		$277K Sell
937
-59
-6% -$15.3K 0.09% 118
2023
Q3 		$272K Buy
996
+170
+21% +$46.1K 0.08% 118
2023
Q2 		$203K Buy
+826
New +$184K 0.06% 125
2017
Q2 		– Sell
-27,223
Closed -$2.52M – 36
2017
Q1 		$2.52M Sell
27,223
-2,728
-9% -$258K 0.32% 75
2016
Q4 		$2.78M Buy
+29,951
New +$2.71M 0.33% 73
2016
Q3 		– Sell
-66,864
Closed -$5.07M – 58
2016
Q2 		$5.07M Sell
66,864
-44,357
-40% -$3.32M 0.44% 34
2016
Q1 		$8.51M Buy
111,221
+57,802
+108% +$3.88M 0.77% 13
2015
Q4 		$3.63M Buy
+53,419
New +$3.73M 0.35% 72

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

Hanlon Investment Management's CAT Position: Q2 2026 in Review

Hanlon Investment Management reduced its Caterpillar (CAT) stake by 22% in Q2 2026, selling an estimated $251K and leaving 1,023 shares worth $1.09M. The position accounts for 0.58% of the portfolio, ranked #47.

Hanlon Investment Management first reported a position in CAT in Q4 2015 and has held it in 18 quarters since. The position peaked at $8.51M in Q1 2016. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Hanlon Investment Management held 1,023 shares of Caterpillar worth $1.09M as of Q2 2026.
  • Hanlon Investment Management sold 286 Caterpillar shares in Q2 2026, an estimated $251K.
  • Caterpillar made up 0.58% of Hanlon Investment Management's portfolio in Q2 2026, its #47 holding.
  • Hanlon Investment Management first reported a position in Caterpillar in Q4 2015 and has held it in 18 quarters since.
  • Hanlon Investment Management's Caterpillar position peaked at $8.51M in Q1 2016.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Hanlon Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.