HWA
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HHM Wealth Advisors’s Caterpillar CAT Stock Holding History

HHM Wealth 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 		$5.44M Buy
5,112
+15
+0.3% +$13.2K 0.55% 18
2026
Q1 		$3.61M Sell
5,097
-657
-11% -$455K 0.42% 21
2025
Q4 		$3.3M Sell
5,754
-5
-0.1% -$2.78K 0.39% 21
2025
Q3 		$2.75M Sell
5,759
-123
-2% -$52.5K 0.32% 28
2025
Q2 		$2.28M Sell
5,882
-224
-4% -$74.7K 0.27% 33
2025
Q1 		$2.01M Buy
6,106
+125
+2% +$44.5K 0.27% 38
2024
Q4 		$2.17M Buy
5,981
+81
+1% +$31.4K 0.3% 33
2024
Q3 		$2.31M Buy
5,900
+335
+6% +$116K 0.33% 29
2024
Q2 		$1.85M Buy
5,565
+2,027
+57% +$703K 0.28% 33
2024
Q1 		$1.3M Hold
3,538
– – 0.21% 44
2023
Q4 		$1.05M Sell
3,538
-15
-0.4% -$3.89K 0.18% 50
2023
Q3 		$970K Buy
3,553
+243
+7% +$65.9K 0.19% 45
2023
Q2 		$814K Sell
3,310
-550
-14% -$123K 0.15% 49
2023
Q1 		$883K Buy
3,860
+768
+25% +$186K 0.18% 43
2022
Q4 		$741K Sell
3,092
-50
-2% -$10.9K 0.17% 47
2022
Q3 		$516K Buy
3,142
+224
+8% +$40.9K 0.14% 53
2022
Q2 		$522K Sell
2,918
-100
-3% -$21.1K 0.13% 61
2022
Q1 		$672K Sell
3,018
-330
-10% -$69.2K 0.16% 56
2021
Q4 		$692K Sell
3,348
-170
-5% -$34.2K 0.17% 53
2021
Q3 		$675K Hold
3,518
– – 0.18% 53
2021
Q2 		$766K Buy
3,518
+18
+0.5% +$4.16K 0.21% 45
2021
Q1 		$812K Buy
3,500
+90
+3% +$18.6K 0.25% 33
2020
Q4 		$621K Buy
3,410
+110
+3% +$18.7K 0.21% 40
2020
Q3 		$492K Buy
3,300
+86
+3% +$12.1K 0.2% 43
2020
Q2 		$407K Buy
3,214
+46
+1% +$5.45K 0.17% 45
2020
Q1 		$368K Buy
3,168
+280
+10% +$35.8K 0.18% 47
2019
Q4 		$426K Buy
2,888
+50
+2% +$6.98K 0.2% 49
2019
Q3 		$358K Sell
2,838
-50
-2% -$6.35K 0.2% 53
2019
Q2 		$394K Hold
2,888
– – 0.23% 43
2019
Q1 		$391K Buy
2,888
+485
+20% +$64.4K 0.25% 37
2018
Q4 		$305K Buy
+2,403
New +$313K 0.22% 39

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

HHM Wealth Advisors's CAT Position: Q2 2026 in Review

HHM Wealth Advisors increased its Caterpillar (CAT) stake by 0.29% in Q2 2026, buying an estimated $13.2K and bringing the position to 5,112 shares worth $5.44M. The position accounts for 0.55% of the portfolio, ranked #18.

HHM Wealth Advisors first reported a position in CAT in Q4 2018 and has held it in 31 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • HHM Wealth Advisors held 5,112 shares of Caterpillar worth $5.44M as of Q2 2026.
  • HHM Wealth Advisors bought 15 Caterpillar shares in Q2 2026, an estimated $13.2K.
  • Caterpillar made up 0.55% of HHM Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • HHM Wealth Advisors first reported a position in Caterpillar in Q4 2018 and has held it in 31 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.