Hartford Investment Management Co (HIMCO)’s Caterpillar CAT Stock Holding History

Hartford Investment Management Co (HIMCO)’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	$27.1M	Sell	25,455 -1,054	-4%	-$926K	0.77%	22
2026 Q1	$18.8M	Sell	26,509 -518	-2%	-$359K	0.6%	26
2025 Q4	$15.5M	Sell	27,027 -417	-2%	-$232K	0.46%	35
2025 Q3	$13.1M	Sell	27,444 -928	-3%	-$396K	0.4%	39
2025 Q2	$11M	Sell	28,372 -788	-3%	-$263K	0.35%	51
2025 Q1	$9.62M	Sell	29,160 -685	-2%	-$244K	0.33%	57
2024 Q4	$10.8M	Sell	29,845 -680	-2%	-$264K	0.35%	48
2024 Q3	$11.9M	Sell	30,525 -809	-3%	-$279K	0.39%	42
2024 Q2	$10.4M	Sell	31,334 -1,564	-5%	-$542K	0.36%	49
2024 Q1	$12.1M	Sell	32,898 -1,471	-4%	-$470K	0.43%	44
2023 Q4	$10.2M	Sell	34,369 -615	-2%	-$160K	0.38%	50
2023 Q3	$9.55M	Sell	34,984 -1,372	-4%	-$372K	0.38%	52
2023 Q2	$8.95M	Sell	36,356 -7,667	-17%	-$1.71M	0.34%	60
2023 Q1	$10.1M	Sell	44,023 -8,785	-17%	-$2.12M	0.34%	64
2022 Q4	$12.7M	Sell	52,808 -781	-1%	-$170K	0.38%	47
2022 Q3	$8.79M	Sell	53,589 -225	-0.4%	-$41.1K	0.29%	77
2022 Q2	$9.62M	Sell	53,814 -59	-0.1%	-$12.4K	0.3%	69
2022 Q1	$12M	Sell	53,873 -3,687	-6%	-$773K	0.31%	70
2021 Q4	$11.9M	Sell	57,560 -1,581	-3%	-$318K	0.27%	80
2021 Q3	$11.4M	Sell	59,141 -6,604	-10%	-$1.38M	0.31%	75
2021 Q2	$14.3M	Buy	65,745 +377	+0.6%	+$87.1K	0.36%	66
2021 Q1	$15.2M	Buy	65,368 +1,899	+3%	+$393K	0.4%	58
2020 Q4	$11.6M	Buy	63,469 +6,934	+12%	+$1.18M	0.31%	71
2020 Q3	$8.43M	Sell	56,535 -2,161	-4%	-$304K	0.29%	73
2020 Q2	$7.42M	Sell	58,696 -6,833	-10%	-$810K	0.27%	81
2020 Q1	$7.6M	Buy	65,529 +7,218	+12%	+$922K	0.26%	89
2019 Q4	$8.61M	Sell	58,311 -2,467	-4%	-$344K	0.22%	105
2019 Q3	$7.68M	Sell	60,778 -1,990	-3%	-$253K	0.22%	110
2019 Q2	$8.55M	Sell	62,768 -84	-0.1%	-$11.1K	0.24%	105
2019 Q1	$8.52M	Sell	62,852 -4,790	-7%	-$636K	0.24%	102
2018 Q4	$8.6M	Sell	67,642 -1,556	-2%	-$202K	0.27%	78
2018 Q3	$10.6M	Sell	69,198 -3,110	-4%	-$440K	0.31%	71
2018 Q2	$9.81M	Sell	72,308 -43,935	-38%	-$6.56M	0.3%	73
2018 Q1	$17.1M	Sell	116,243 -8,994	-7%	-$1.42M	0.34%	62
2017 Q4	$19.7M	Sell	125,237 -2,081	-2%	-$289K	0.37%	59
2017 Q3	$15.9M	Sell	127,318 -784	-0.6%	-$90.3K	0.3%	74
2017 Q2	$13.8M	Sell	128,102 -5,759	-4%	-$585K	0.27%	90
2017 Q1	$12.4M	Sell	133,861 -13,464	-9%	-$1.27M	0.23%	101
2016 Q4	$13.7M	Buy	147,325 +2,180	+2%	+$198K	0.26%	94
2016 Q3	$12.9M	Buy	145,145 +2,290	+2%	+$187K	0.26%	88
2016 Q2	$10.8M	Buy	142,855 +642	+0.5%	+$48.1K	0.23%	106
2016 Q1	$10.9M	Sell	142,213 -2,701	-2%	-$181K	0.23%	100
2015 Q4	$9.85M	Sell	144,914 -9,821	-6%	-$687K	0.21%	116
2015 Q3	$10.1M	Buy	154,735 +459	+0.3%	+$35.1K	0.22%	109
2015 Q2	$13.1M	Sell	154,276 -4,201	-3%	-$361K	0.27%	91
2015 Q1	$12.7M	Sell	158,477 -1,146	-0.7%	-$95.2K	0.25%	99
2014 Q4	$14.6M	Sell	159,623 -3,710	-2%	-$361K	0.29%	87
2014 Q3	$16.2M	Sell	163,333 -5,757	-3%	-$610K	0.34%	64
2014 Q2	$18.4M	Sell	169,090 -6,254	-4%	-$656K	0.38%	57
2014 Q1	$17.4M	Sell	175,344 -4,622	-3%	-$436K	0.37%	58
2013 Q4	$16.3M	Sell	179,966 -9,936	-5%	-$848K	0.34%	70
2013 Q3	$15.8M	Sell	189,902 -11,014	-5%	-$932K	0.34%	70
2013 Q2	$16.6M	Buy	+200,916	New	+$17.1M	0.37%	58

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Hartford Investment Management Co (HIMCO)'s CAT Position: Q2 2026 in Review

Hartford Investment Management Co (HIMCO) reduced its Caterpillar (CAT) stake by 4% in Q2 2026, selling an estimated $926K and leaving 25,455 shares worth $27.1M. The position accounts for 0.77% of the portfolio, ranked #22.

Hartford Investment Management Co (HIMCO) first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 1,873 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Hartford Investment Management Co (HIMCO) held 25,455 shares of Caterpillar worth $27.1M as of Q2 2026.
Hartford Investment Management Co (HIMCO) sold 1,054 Caterpillar shares in Q2 2026, an estimated $926K.
Caterpillar made up 0.77% of Hartford Investment Management Co (HIMCO)'s portfolio in Q2 2026, its #22 holding.
Hartford Investment Management Co (HIMCO) first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
1,873 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Hartford Investment Management Co (HIMCO)'s 13F filing for Q2 2026, filed 15 Jul 2026.