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Hantz Financial Services’s Caterpillar CAT Stock Holding History

Hantz Financial Services’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 		$18.6M Sell
17,503
-7,710
-31% -$6.77M 0.25% 56
2026
Q1 		$17.9M Sell
25,213
-445
-2% -$308K 0.27% 54
2025
Q4 		$14.7M Sell
25,658
-2,147
-8% -$1.19M 0.22% 74
2025
Q3 		$13.3M Buy
27,805
+2,319
+9% +$990K 0.2% 84
2025
Q2 		$9.89M Sell
25,486
-840
-3% -$280K 0.16% 125
2025
Q1 		$8.68M Sell
26,326
-966
-4% -$344K 0.15% 139
2024
Q4 		$9.9M Sell
27,292
-1,694
-6% -$657K 0.17% 128
2024
Q3 		$11.3M Sell
28,986
-2,425
-8% -$837K 0.2% 107
2024
Q2 		$10.5M Sell
31,411
-5,769
-16% -$2M 0.2% 118
2024
Q1 		$13.6M Sell
37,180
-2,051
-5% -$656K 0.27% 92
2023
Q4 		$11.6M Sell
39,231
-3,032
-7% -$787K 0.25% 116
2023
Q3 		$11.5M Buy
42,263
+717
+2% +$195K 0.29% 100
2023
Q2 		$10.2M Buy
41,546
+119
+0.3% +$26.5K 0.26% 119
2023
Q1 		$9.48M Sell
41,427
-6,717
-14% -$1.62M 0.26% 123
2022
Q4 		$11.5M Buy
48,144
+2,876
+6% +$626K 0.35% 82
2022
Q3 		$7.43M Buy
45,268
+1,545
+4% +$282K 0.26% 122
2022
Q2 		$7.82M Buy
43,723
+1,878
+4% +$396K 0.26% 119
2022
Q1 		$9.32M Buy
41,845
+2,747
+7% +$576K 0.27% 109
2021
Q4 		$8.08M Buy
39,098
+2,651
+7% +$534K 0.23% 126
2021
Q3 		$7M Buy
36,447
+7,265
+25% +$1.51M 0.23% 128
2021
Q2 		$6.35M Buy
29,182
+1,245
+4% +$288K 0.23% 122
2021
Q1 		$6.48M Buy
27,937
+771
+3% +$160K 0.27% 106
2020
Q4 		$4.95M Buy
27,166
+1,157
+4% +$196K 0.22% 133
2020
Q3 		$3.88M Buy
26,009
+261
+1% +$36.7K 0.2% 153
2020
Q2 		$3.26M Buy
25,748
+276
+1% +$32.7K 0.18% 164
2020
Q1 		$2.96M Buy
+25,472
New +$3.25M 0.2% 155

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Hantz Financial Services's CAT Position: Q2 2026 in Review

Hantz Financial Services reduced its Caterpillar (CAT) stake by 31% in Q2 2026, selling an estimated $6.77M and leaving 17,503 shares worth $18.6M. The position accounts for 0.25% of the portfolio, ranked #56.

Hantz Financial Services first reported a position in CAT in Q1 2020 and has held it in 26 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Hantz Financial Services held 17,503 shares of Caterpillar worth $18.6M as of Q2 2026.
  • Hantz Financial Services sold 7,710 Caterpillar shares in Q2 2026, an estimated $6.77M.
  • Caterpillar made up 0.25% of Hantz Financial Services's portfolio in Q2 2026, its #56 holding.
  • Hantz Financial Services first reported a position in Caterpillar in Q1 2020 and has held it in 26 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.