HFM
CAT icon

Hartford Funds Management’s Caterpillar CAT Stock Holding History

Hartford Funds 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 		– Sell
-1,569
Closed -$1.11M – 100
2026
Q1 		$1.11M Sell
1,569
-1,393
-47% -$965K 0.1% 60
2025
Q4 		$1.7M Buy
+2,962
New +$1.65M 0.14% 32

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

Hartford Funds Management's CAT Position: Q2 2026 in Review

Hartford Funds Management sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 1,569 shares — an estimated $1.11M sold.

Hartford Funds Management first reported a position in CAT in Q4 2025 and held it in 2 quarters. The position peaked at $1.7M in Q4 2025. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Hartford Funds Management reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
  • Hartford Funds Management sold 1,569 Caterpillar shares in Q2 2026, an estimated $1.11M.
  • Hartford Funds Management first reported a position in Caterpillar in Q4 2025 and held it in 2 quarters.
  • Hartford Funds Management's Caterpillar position peaked at $1.7M in Q4 2025.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Hartford Funds Management's 13F filing for Q2 2026, filed 6 Aug 2026.