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Hardy Reed’s Caterpillar CAT Stock Holding History

Hardy Reed’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 		$3.02M Buy
4,256
+8
+0.2% +$5.54K 0.22% 47
2025
Q4 		$2.43M Buy
4,248
+46
+1% +$25.6K 0.17% 53
2025
Q3 		$2M Buy
4,202
+110
+3% +$47K 0.15% 62
2025
Q2 		$1.59M Sell
4,092
-59
-1% -$19.7K 0.13% 73
2025
Q1 		$1.37M Buy
4,151
+58
+1% +$20.7K 0.12% 80
2024
Q4 		$1.48M Hold
4,093
– – 0.13% 69
2024
Q3 		$1.6M Buy
4,093
+112
+3% +$38.7K 0.14% 66
2024
Q2 		$1.33M Buy
+3,981
New +$1.38M 0.13% 79

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hardy Reed's CAT Position: Q1 2026 in Review

Hardy Reed increased its Caterpillar (CAT) stake by 0.19% in Q1 2026, buying an estimated $5.54K and bringing the position to 4,256 shares worth $3.02M. The position accounts for 0.22% of the portfolio, ranked #47.

Hardy Reed first reported a position in CAT in Q2 2024 and has held it in 8 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Hardy Reed held 4,256 shares of Caterpillar worth $3.02M as of Q1 2026.
  • Hardy Reed bought 8 Caterpillar shares in Q1 2026, an estimated $5.54K.
  • Caterpillar made up 0.22% of Hardy Reed's portfolio in Q1 2026, its #47 holding.
  • Hardy Reed first reported a position in Caterpillar in Q2 2024 and has held it in 8 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Hardy Reed's 13F filing for Q1 2026, filed 28 Apr 2026.