HF Advisory Group’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$414K Buy
510
+7
+1% +$5.94K 0.12% 138
2026
Q2
$536K Sell
503
-55
-10% -$48.3K 0.17% 134
2026
Q1
$396K Sell
558
-67
-11% -$46.4K 0.13% 132
2025
Q4
$358K Sell
625
-93
-13% -$51.7K 0.13% 140
2025
Q3
$342K Sell
718
-159
-18% -$67.9K 0.13% 139
2025
Q2
$340K Buy
877
+140
+19% +$46.7K 0.13% 138
2025
Q1
$243K Buy
737
+6
+0.8% +$2.14K 0.11% 141
2024
Q4
$265K Sell
731
-12
-2% -$4.65K 0.12% 141
2024
Q3
$290K Hold
743
– – 0.13% 143
2024
Q2
$248K Sell
743
-7
-0.9% -$2.43K 0.13% 148
2024
Q1
$275K Sell
750
-153
-17% -$48.9K 0.15% 140
2023
Q4
$267K Sell
903
-2
-0.2% -$519 0.17% 140
2023
Q3
$247K Sell
905
-76
-8% -$20.6K 0.18% 133
2023
Q2
$241K Sell
981
-239
-20% -$53.3K 0.19% 124
2023
Q1
$279K Buy
1,220
+37
+3% +$8.94K 0.25% 116
2022
Q4
$283K Buy
+1,183
New +$258K 0.29% 106

Other funds holding CAT

HF Advisory Group's CAT Position: Q3 2026 in Review

HF Advisory Group increased its Caterpillar (CAT) stake by 1.4% in Q3 2026, buying an estimated $5.94K and bringing the position to 510 shares worth $414K. The position accounts for 0.12% of the portfolio, ranked #138.

HF Advisory Group first reported a position in CAT in Q4 2022 and has held it in 16 quarters since. The position peaked at $536K in Q2 2026. 1,071 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • HF Advisory Group held 510 shares of Caterpillar worth $414K as of Q3 2026.
  • HF Advisory Group bought 7 Caterpillar shares in Q3 2026, an estimated $5.94K.
  • Caterpillar made up 0.12% of HF Advisory Group's portfolio in Q3 2026, its #138 holding.
  • HF Advisory Group first reported a position in Caterpillar in Q4 2022 and has held it in 16 quarters since.
  • HF Advisory Group's Caterpillar position peaked at $536K in Q2 2026.
  • 1,071 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.