HBW
CAT icon

Hazlett, Burt & Watson’s Caterpillar CAT Stock Holding History

Hazlett, Burt & Watson’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 		$4.4M Buy
4,135
+318
+8% +$279K 1.17% 11
2026
Q1 		$2.7M Buy
3,817
+78
+2% +$54K 0.85% 24
2025
Q4 		$2.14M Sell
3,739
-120
-3% -$66.7K 0.68% 33
2025
Q3 		$1.84M Sell
3,859
-235
-6% -$100K 0.65% 37
2025
Q2 		$1.59M Buy
4,094
+569
+16% +$190K 0.65% 38
2025
Q1 		$1.16M Buy
3,525
+65
+2% +$23.2K 0.52% 50
2024
Q4 		$1.26M Buy
3,460
+300
+9% +$116K 0.56% 45
2024
Q3 		$1.24M Buy
3,160
+105
+3% +$36.3K 0.57% 38
2024
Q2 		$1.02M Buy
3,055
+103
+3% +$35.7K 0.52% 41
2024
Q1 		$1.08M Sell
2,952
-49
-2% -$15.7K 0.65% 27
2023
Q4 		$889K Buy
3,001
+50
+2% +$13K 0.6% 32
2023
Q3 		$809K Sell
2,951
-10
-0.3% -$2.71K 0.6% 29
2023
Q2 		$730K Sell
2,961
-15
-0.5% -$3.34K 0.54% 28
2023
Q1 		$681K Sell
2,976
-191
-6% -$46.2K 0.56% 33
2022
Q4 		$760K Buy
3,167
+41
+1% +$8.93K 0.67% 29
2022
Q3 		$512K Sell
3,126
-20
-0.6% -$3.65K 0.5% 40
2022
Q2 		$563K Sell
3,146
-38
-1% -$8.01K 0.52% 40
2022
Q1 		$709K Buy
+3,184
New +$668K 0.56% 38

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

Hazlett, Burt & Watson's CAT Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its Caterpillar (CAT) stake by 8.3% in Q2 2026, buying an estimated $279K and bringing the position to 4,135 shares worth $4.4M. The position accounts for 1.17% of the portfolio, ranked #11.

Hazlett, Burt & Watson first reported a position in CAT in Q1 2022 and has held it in 18 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Hazlett, Burt & Watson held 4,135 shares of Caterpillar worth $4.4M as of Q2 2026.
  • Hazlett, Burt & Watson bought 318 Caterpillar shares in Q2 2026, an estimated $279K.
  • Caterpillar made up 1.17% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #11 holding.
  • Hazlett, Burt & Watson first reported a position in Caterpillar in Q1 2022 and has held it in 18 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.