HWM
CAT icon

HB Wealth Management’s Caterpillar CAT Stock Holding History

HB Wealth 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 		$48.4M Sell
45,445
-1,443
-3% -$1.27M 0.27% 52
2026
Q1 		$33.2M Buy
46,888
+1,479
+3% +$1.02M 0.22% 59
2025
Q4 		$26M Buy
45,409
+814
+2% +$452K 0.17% 73
2025
Q3 		$21.3M Buy
44,595
+3,154
+8% +$1.35M 0.14% 81
2025
Q2 		$16.1M Sell
41,441
-2,674
-6% -$891K 0.13% 90
2025
Q1 		$14.5M Buy
44,115
+6,311
+17% +$2.25M 0.12% 97
2024
Q4 		$13.7M Buy
37,804
+1,294
+4% +$502K 0.14% 74
2024
Q3 		$14.3M Sell
36,510
-1,163
-3% -$402K 0.15% 74
2024
Q2 		$12.5M Buy
37,673
+534
+1% +$185K 0.15% 73
2024
Q1 		$13.6M Buy
37,139
+2,057
+6% +$657K 0.17% 65
2023
Q4 		$10.4M Buy
35,082
+532
+2% +$138K 0.15% 76
2023
Q3 		$9.43M Buy
34,550
+1,908
+6% +$518K 0.15% 74
2023
Q2 		$8.03M Buy
32,642
+2,331
+8% +$520K 0.13% 86
2023
Q1 		$6.94M Buy
30,311
+271
+0.9% +$65.5K 0.12% 91
2022
Q4 		$7.2M Buy
30,040
+2,154
+8% +$469K 0.13% 85
2022
Q3 		$4.58M Buy
27,886
+2,801
+11% +$512K 0.1% 101
2022
Q2 		$4.48M Buy
25,085
+1,827
+8% +$385K 0.09% 107
2022
Q1 		$5.18M Buy
23,258
+5,648
+32% +$1.18M 0.1% 107
2021
Q4 		$3.64M Buy
+17,610
New +$3.55M 0.07% 105

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

HB Wealth Management's CAT Position: Q2 2026 in Review

HB Wealth Management reduced its Caterpillar (CAT) stake by 3.1% in Q2 2026, selling an estimated $1.27M and leaving 45,445 shares worth $48.4M. The position accounts for 0.27% of the portfolio, ranked #52.

HB Wealth Management first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • HB Wealth Management held 45,445 shares of Caterpillar worth $48.4M as of Q2 2026.
  • HB Wealth Management sold 1,443 Caterpillar shares in Q2 2026, an estimated $1.27M.
  • Caterpillar made up 0.27% of HB Wealth Management's portfolio in Q2 2026, its #52 holding.
  • HB Wealth Management first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.