HF Advisory Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
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.