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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
Q2 		$22.4K Buy
21
+10
+91% +$8.79K 0.01% 82
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

HFM Investment Advisors's CAT Position: Q2 2026 in Review

HFM Investment Advisors increased its Caterpillar (CAT) stake by 91% in Q2 2026, buying an estimated $8.79K and bringing the position to 21 shares worth $22.4K. The position accounts for 0.01% of the portfolio, ranked #82.

HFM Investment Advisors first reported a position in CAT in Q1 2025 and has held it in 6 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • HFM Investment Advisors held 21 shares of Caterpillar worth $22.4K as of Q2 2026.
  • HFM Investment Advisors bought 10 Caterpillar shares in Q2 2026, an estimated $8.79K.
  • Caterpillar made up 0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #82 holding.
  • HFM Investment Advisors first reported a position in Caterpillar in Q1 2025 and has held it in 6 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.