Hanson & Doremus Investment Management’s Caterpillar CAT Stock Holding History

Hanson & Doremus 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	$8M	Sell	7,512 -74	-1%	-$65K	0.81%	21
2026 Q1	$5.37M	Sell	7,586 -344	-4%	-$238K	0.62%	28
2025 Q4	$4.54M	Sell	7,930 -106	-1%	-$58.9K	0.55%	31
2025 Q3	$3.83M	Sell	8,036 -490	-6%	-$209K	0.48%	34
2025 Q2	$3.31M	Buy	8,526 +184	+2%	+$61.3K	0.44%	41
2025 Q1	$2.75M	Sell	8,342 -35	-0.4%	-$12.5K	0.4%	47
2024 Q4	$3.04M	Sell	8,377 -326	-4%	-$126K	0.48%	38
2024 Q3	$3.4M	Sell	8,703 -22	-0.3%	-$7.6K	0.54%	37
2024 Q2	$2.91M	Sell	8,725 -65	-0.7%	-$22.5K	0.49%	39
2024 Q1	$3.22M	Sell	8,790 -33	-0.4%	-$10.5K	0.56%	34
2023 Q4	$2.61M	Sell	8,823 -126	-1%	-$32.7K	0.49%	40
2023 Q3	$2.44M	Buy	8,949 +182	+2%	+$49.4K	0.5%	42
2023 Q2	$2.16M	Buy	8,767 +89	+1%	+$19.8K	0.45%	46
2023 Q1	$1.99M	Sell	8,678 -301	-3%	-$72.8K	0.44%	48
2022 Q4	$2.15M	Buy	8,979 +23	+0.3%	+$5.01K	0.46%	50
2022 Q3	$1.47M	Sell	8,956 -232	-3%	-$42.4K	0.38%	57
2022 Q2	$1.64M	Sell	9,188 -396	-4%	-$83.5K	0.4%	53
2022 Q1	$2.14M	Sell	9,584 -38	-0.4%	-$7.97K	0.46%	42
2021 Q4	$1.99M	Sell	9,622 -90	-0.9%	-$18.1K	0.43%	46
2021 Q3	$1.86M	Sell	9,712 -1,546	-14%	-$322K	0.43%	46
2021 Q2	$1.68M	Buy	11,258 +1,330	+13%	+$307K	0.5%	42
2021 Q1	$2.3M	Sell	9,928 -631	-6%	-$131K	0.53%	40
2020 Q4	$1.92M	Sell	10,559 -699	-6%	-$119K	0.48%	44
2020 Q3	$1.68M	Sell	11,258 -940	-8%	-$132K	0.5%	42
2020 Q2	$1.54M	Sell	12,198 -848	-7%	-$101K	0.49%	40
2020 Q1	$1.51M	Sell	13,046 -347	-3%	-$44.3K	0.51%	39
2019 Q4	$1.98M	Sell	13,393 -275	-2%	-$38.4K	0.57%	38
2019 Q3	$1.73M	Sell	13,668 -134	-1%	-$17K	0.54%	41
2019 Q2	$1.88M	Hold	13,802	–	–	0.6%	35
2019 Q1	$1.87M	Buy	13,802 +368	+3%	+$48.9K	0.62%	36
2018 Q4	$1.71M	Sell	13,434 -544	-4%	-$70.8K	0.62%	36
2018 Q3	$2.13M	Hold	13,978	–	–	0.67%	35
2018 Q2	$1.9M	Sell	13,978 -522	-4%	-$78K	0.62%	40
2018 Q1	$2.14M	Sell	14,500 -44	-0.3%	-$6.95K	0.66%	38
2017 Q4	$2.29M	Sell	14,544 -272	-2%	-$37.7K	0.76%	30
2017 Q3	$1.85M	Hold	14,816	–	–	0.65%	36
2017 Q2	$1.59M	Hold	14,816	–	–	0.59%	45
2017 Q1	$1.37M	Sell	14,816 -70	-0.5%	-$6.63K	0.55%	53
2016 Q4	$1.38M	Sell	14,886 -315	-2%	-$28.5K	0.6%	48
2016 Q3	$1.35M	Sell	15,201 -70	-0.5%	-$5.73K	0.63%	48
2016 Q2	$1.16M	Hold	15,271	–	–	0.53%	54
2016 Q1	$1.17M	Buy	15,271 +1,030	+7%	+$69.1K	0.53%	53
2015 Q4	$968K	Buy	14,241 +11,855	+497%	+$829K	0.44%	65
2015 Q3	$156K	Sell	2,386 -45	-2%	-$3.44K	0.08%	171
2015 Q2	$206K	Hold	2,431	–	–	0.09%	163
2015 Q1	$195K	Hold	2,431	–	–	0.08%	171
2014 Q4	$223K	Hold	2,431	–	–	0.1%	160
2014 Q3	$241K	Hold	2,431	–	–	0.11%	154
2014 Q2	$264K	Hold	2,431	–	–	0.12%	154
2014 Q1	$242K	Hold	2,431	–	–	0.11%	161
2013 Q4	$221K	Hold	2,431	–	–	0.11%	157
2013 Q3	$203K	Buy	2,431 +31	+1%	+$2.62K	0.1%	157
2013 Q2	$198K	Buy	+2,400	New	+$204K	0.11%	152

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Hanson & Doremus Investment Management's CAT Position: Q2 2026 in Review

Hanson & Doremus Investment Management reduced its Caterpillar (CAT) stake by 0.98% in Q2 2026, selling an estimated $65K and leaving 7,512 shares worth $8M. The position accounts for 0.81% of the portfolio, ranked #21.

Hanson & Doremus Investment Management first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Hanson & Doremus Investment Management held 7,512 shares of Caterpillar worth $8M as of Q2 2026.
Hanson & Doremus Investment Management sold 74 Caterpillar shares in Q2 2026, an estimated $65K.
Caterpillar made up 0.81% of Hanson & Doremus Investment Management's portfolio in Q2 2026, its #21 holding.
Hanson & Doremus Investment Management first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Hanson & Doremus Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.