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HFM Investment Advisors’s Caterpillar CAT Stock Holding History

HFM Investment Advisors’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 		$7.79K Sell
11
-7
-39% -$4.85K ﹤0.01% 132
2025
Q4 		$10.3K Buy
18
+7
+64% +$3.89K ﹤0.01% 123
2025
Q3 		$5.25K Hold
11
– – ﹤0.01% 122
2025
Q2 		$4.27K Buy
11
+8
+267% +$2.67K ﹤0.01% 128
2025
Q1 		$990 Buy
+3
New +$1.07K ﹤0.01% 168

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

HFM Investment Advisors's CAT Position: Q1 2026 in Review

HFM Investment Advisors reduced its Caterpillar (CAT) stake by 39% in Q1 2026, selling an estimated $4.85K and leaving 11 shares worth $7.79K. The position accounts for ﹤0.01% of the portfolio, ranked #132.

HFM Investment Advisors first reported a position in CAT in Q1 2025 and has held it in 5 quarters since. The position peaked at $10.3K in Q4 2025. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • HFM Investment Advisors held 11 shares of Caterpillar worth $7.79K as of Q1 2026.
  • HFM Investment Advisors sold 7 Caterpillar shares in Q1 2026, an estimated $4.85K.
  • Caterpillar made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #132 holding.
  • HFM Investment Advisors first reported a position in Caterpillar in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's Caterpillar position peaked at $10.3K in Q4 2025.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.