HEM
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Henson-Edgewater Management’s Caterpillar CAT Stock Holding History

Henson-Edgewater 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 		$1.16M Buy
1,358
+106
+8% +$93.1K 0.61% 33
2026
Q1 		$887K Buy
1,252
+52
+4% +$36K 0.56% 35
2025
Q4 		$687K Buy
+1,200
New +$667K 0.41% 41

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

Henson-Edgewater Management's CAT Position: Q2 2026 in Review

Henson-Edgewater Management increased its Caterpillar (CAT) stake by 8.5% in Q2 2026, buying an estimated $93.1K and bringing the position to 1,358 shares worth $1.16M. The position accounts for 0.61% of the portfolio, ranked #33.

Henson-Edgewater Management first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Henson-Edgewater Management held 1,358 shares of Caterpillar worth $1.16M as of Q2 2026.
  • Henson-Edgewater Management bought 106 Caterpillar shares in Q2 2026, an estimated $93.1K.
  • Caterpillar made up 0.61% of Henson-Edgewater Management's portfolio in Q2 2026, its #33 holding.
  • Henson-Edgewater Management first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Henson-Edgewater Management's 13F filing for Q2 2026, filed 18 Aug 2026.