HCP
CAT icon

Hardin Capital Partners’s Caterpillar CAT Stock Holding History

Hardin Capital Partners’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 		$1.37M Sell
1,275
-60
-4% -$52.7K 0.63% 26
2026
Q1 		$946K Buy
1,335
+25
+2% +$17.3K 0.44% 43
2025
Q4 		$751K Buy
1,310
+8
+0.6% +$4.45K 0.35% 48
2025
Q3 		$621K Sell
1,302
-100
-7% -$42.7K 0.33% 49
2025
Q2 		$548K Buy
1,402
+55
+4% +$18.3K 0.32% 50
2025
Q1 		$444K Hold
1,347
– – 0.27% 60
2024
Q4 		$489K Sell
1,347
-120
-8% -$46.5K 0.29% 53
2024
Q3 		$569K Sell
1,467
-16
-1% -$5.53K 0.32% 46
2024
Q2 		$494K Buy
+1,483
New +$514K 0.32% 45

Other funds holding CAT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Hardin Capital Partners's CAT Position: Q2 2026 in Review

Hardin Capital Partners reduced its Caterpillar (CAT) stake by 4.5% in Q2 2026, selling an estimated $52.7K and leaving 1,275 shares worth $1.37M. The position accounts for 0.63% of the portfolio, ranked #26.

Hardin Capital Partners first reported a position in CAT in Q2 2024 and has held it in 9 quarters since. 2,537 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Hardin Capital Partners held 1,275 shares of Caterpillar worth $1.37M as of Q2 2026.
  • Hardin Capital Partners sold 60 Caterpillar shares in Q2 2026, an estimated $52.7K.
  • Caterpillar made up 0.63% of Hardin Capital Partners's portfolio in Q2 2026, its #26 holding.
  • Hardin Capital Partners first reported a position in Caterpillar in Q2 2024 and has held it in 9 quarters since.
  • 2,537 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Hardin Capital Partners's 13F filing for Q2 2026, filed 7 Jul 2026.