HF Advisory Group’s Caterpillar CAT Stock Holding History

HF Advisory Group’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	$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%	+$8.95K	0.25%	116
2022 Q4	$283K	Buy	+1,183	New	+$258K	0.29%	106

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

HF Advisory Group's CAT Position: Q2 2026 in Review

HF Advisory Group reduced its Caterpillar (CAT) stake by 9.9% in Q2 2026, selling an estimated $48.3K and leaving 503 shares worth $536K. The position accounts for 0.17% of the portfolio, ranked #134.

HF Advisory Group first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

HF Advisory Group held 503 shares of Caterpillar worth $536K as of Q2 2026.
HF Advisory Group sold 55 Caterpillar shares in Q2 2026, an estimated $48.3K.
Caterpillar made up 0.17% of HF Advisory Group's portfolio in Q2 2026, its #134 holding.
HF Advisory Group first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.