HCP
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Hexagon Capital Partners’s Caterpillar CAT Stock Holding History

Hexagon Capital 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 		$2.46M Buy
2,310
+15
+0.7% +$13.2K 0.35% 28
2026
Q1 		$1.63M Buy
+2,295
New +$1.59M 0.24% 39
2025
Q2 		– Sell
-2,192
Closed -$723K – 319
2025
Q1 		$723K Buy
2,192
+172
+9% +$61.3K 0.14% 72
2024
Q4 		$733K Sell
2,020
-91
-4% -$35.3K 0.13% 74
2024
Q3 		$826K Sell
2,111
-5
-0.2% -$1.73K 0.16% 62
2024
Q2 		$705K Sell
2,116
-89
-4% -$30.9K 0.15% 69
2024
Q1 		$808K Sell
2,205
-448
-17% -$143K 0.18% 59
2023
Q4 		$784K Buy
2,653
+174
+7% +$45.1K 0.19% 54
2023
Q3 		$677K Buy
2,479
+21
+0.9% +$5.7K 0.18% 56
2023
Q2 		$605K Buy
2,458
+32
+1% +$7.13K 0.16% 60
2023
Q1 		$555K Buy
2,426
+3
+0.1% +$725 0.16% 65
2022
Q4 		$580K Sell
2,423
-387
-14% -$84.2K 0.17% 63
2022
Q3 		$461K Buy
2,810
+394
+16% +$72K 0.14% 83
2022
Q2 		$432K Sell
2,416
-103
-4% -$21.7K 0.13% 93
2022
Q1 		$561K Buy
2,519
+1
+0% +$210 0.15% 85
2021
Q4 		$521K Buy
2,518
+651
+35% +$131K 0.14% 88
2021
Q3 		$358K Buy
1,867
+666
+55% +$139K 0.1% 107
2021
Q2 		$261K Buy
1,201
+312
+35% +$72.1K 0.07% 130
2021
Q1 		$206K Sell
889
-17
-2% -$3.52K 0.06% 135
2020
Q4 		$164K Sell
906
-500
-36% -$84.8K 0.05% 135
2020
Q3 		$229K Buy
+1,406
New +$198K 0.07% 103

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

Hexagon Capital Partners's CAT Position: Q2 2026 in Review

Hexagon Capital Partners increased its Caterpillar (CAT) stake by 0.65% in Q2 2026, buying an estimated $13.2K and bringing the position to 2,310 shares worth $2.46M. The position accounts for 0.35% of the portfolio, ranked #28.

Hexagon Capital Partners first reported a position in CAT in Q3 2020 and has held it in 21 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Hexagon Capital Partners held 2,310 shares of Caterpillar worth $2.46M as of Q2 2026.
  • Hexagon Capital Partners bought 15 Caterpillar shares in Q2 2026, an estimated $13.2K.
  • Caterpillar made up 0.35% of Hexagon Capital Partners's portfolio in Q2 2026, its #28 holding.
  • Hexagon Capital Partners first reported a position in Caterpillar in Q3 2020 and has held it in 21 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Hexagon Capital Partners's 13F filing for Q2 2026, filed 7 Aug 2026.