HBW Advisory Services’s Caterpillar CAT Stock Holding History

HBW Advisory Services’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	$3.11M	Sell	2,916 -198	-6%	-$174K	0.28%	80
2026 Q1	$2.21M	Sell	3,114 -394	-11%	-$273K	0.23%	101
2025 Q4	$2.01M	Buy	3,508 +1,500	+75%	+$834K	0.22%	108
2025 Q3	$958K	Buy	2,008 +1,121	+126%	+$479K	0.11%	179
2025 Q2	$344K	Buy	887 +86	+11%	+$28.7K	0.04%	294
2025 Q1	$264K	Buy	801 +85	+12%	+$30.3K	0.04%	311
2024 Q4	$260K	Buy	716 +7	+1%	+$2.71K	0.03%	303
2024 Q3	$277K	Buy	709 +88	+14%	+$30.4K	0.04%	288
2024 Q2	$207K	Sell	621 -263	-30%	-$91.2K	0.03%	319
2024 Q1	$261K	Hold	884	–	–	0.05%	253
2023 Q4	$261K	Buy	884 +20	+2%	+$5.19K	0.05%	253
2023 Q3	$236K	Sell	864 -448	-34%	-$122K	0.05%	244
2023 Q2	$323K	Buy	+1,312	New	+$293K	0.07%	220

Other funds holding CAT

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

HBW Advisory Services's CAT Position: Q2 2026 in Review

HBW Advisory Services reduced its Caterpillar (CAT) stake by 6.4% in Q2 2026, selling an estimated $174K and leaving 2,916 shares worth $3.11M. The position accounts for 0.28% of the portfolio, ranked #80.

HBW Advisory Services first reported a position in CAT in Q2 2023 and has held it in 13 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

HBW Advisory Services held 2,916 shares of Caterpillar worth $3.11M as of Q2 2026.
HBW Advisory Services sold 198 Caterpillar shares in Q2 2026, an estimated $174K.
Caterpillar made up 0.28% of HBW Advisory Services's portfolio in Q2 2026, its #80 holding.
HBW Advisory Services first reported a position in Caterpillar in Q2 2023 and has held it in 13 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.