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
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 $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

Hartford Funds Management's CAT Position: Q1 2026 in Review

Hartford Funds Management reduced its Caterpillar (CAT) stake by 47% in Q1 2026, selling an estimated $965K and leaving 1,569 shares worth $1.11M. The position accounts for 0.1% of the portfolio, ranked #60.

Hartford Funds Management first reported a position in CAT in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.7M in Q4 2025. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Hartford Funds Management held 1,569 shares of Caterpillar worth $1.11M as of Q1 2026.
  • Hartford Funds Management sold 1,393 Caterpillar shares in Q1 2026, an estimated $965K.
  • Caterpillar made up 0.1% of Hartford Funds Management's portfolio in Q1 2026, its #60 holding.
  • Hartford Funds Management first reported a position in Caterpillar in Q4 2025 and has held it in 2 quarters since.
  • Hartford Funds Management's Caterpillar position peaked at $1.7M in Q4 2025.
  • 3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Hartford Funds Management's 13F filing for Q1 2026, filed 4 May 2026.