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Henderson Brothers Financial Partners’s Caterpillar CAT Stock Holding History

Henderson Brothers Financial Partners’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 		$607K Sell
570
-799
-58% -$702K 0.29% 40
2026
Q1 		$970K Buy
+1,369
New +$948K 0.25% 44
2025
Q1 		$394K Buy
+687
New +$245K 0.2% 46

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

Henderson Brothers Financial Partners's CAT Position: Q2 2026 in Review

Henderson Brothers Financial Partners reduced its Caterpillar (CAT) stake by 58% in Q2 2026, selling an estimated $702K and leaving 570 shares worth $607K. The position accounts for 0.29% of the portfolio, ranked #40.

Henderson Brothers Financial Partners first reported a position in CAT in Q1 2025 and has held it in 3 quarters since. The position peaked at $970K in Q1 2026. 4,022 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Henderson Brothers Financial Partners held 570 shares of Caterpillar worth $607K as of Q2 2026.
  • Henderson Brothers Financial Partners sold 799 Caterpillar shares in Q2 2026, an estimated $702K.
  • Caterpillar made up 0.29% of Henderson Brothers Financial Partners's portfolio in Q2 2026, its #40 holding.
  • Henderson Brothers Financial Partners first reported a position in Caterpillar in Q1 2025 and has held it in 3 quarters since.
  • Henderson Brothers Financial Partners's Caterpillar position peaked at $970K in Q1 2026.
  • 4,022 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Henderson Brothers Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.