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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hexagon Capital Partners's CAT Position: Q1 2026 in Review

Hexagon Capital Partners opened a new position in Caterpillar (CAT) in Q1 2026: 2,295 shares worth $1.63M. The stake represents 0.24% of the portfolio and ranks #39 among its holdings. This is a return to the name: Hexagon Capital Partners previously reported a position in CAT as recently as Q1 2025.

Hexagon Capital Partners first reported a position in CAT in Q3 2020 and has held it in 20 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Hexagon Capital Partners held 2,295 shares of Caterpillar worth $1.63M as of Q1 2026.
  • Caterpillar was a new Hexagon Capital Partners position in Q1 2026.
  • Caterpillar made up 0.24% of Hexagon Capital Partners's portfolio in Q1 2026, its #39 holding.
  • Hexagon Capital Partners first reported a position in Caterpillar in Q3 2020 and has held it in 20 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Hexagon Capital Partners's 13F filing for Q1 2026, filed 5 May 2026.