HHM Wealth Advisors’s Caterpillar CAT Stock Holding History
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
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. 4,052 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.
- 4,052 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.