Hibernia Wealth Partners’s Caterpillar CAT Stock Holding History

Hibernia Wealth Partners’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	$460K	Sell	432 -243	-36%	-$213K	0.25%	43
2026 Q1	$478K	Buy	675 +65	+11%	+$45K	0.14%	61
2025 Q4	$349K	Buy	+610	New	+$339K	0.11%	70
2025 Q3	–	Sell	-661	Closed	-$256K	–	60
2025 Q2	$256K	Buy	+661	New	+$220K	0.08%	86
2024 Q4	–	Sell	-549	Closed	-$215K	–	66
2024 Q3	$215K	Buy	+549	New	+$190K	0.06%	116
2023 Q4	–	Sell	-272	Closed	-$74.2K	–	108
2023 Q3	$74.2K	Buy	+272	New	+$73.8K	0.06%	82

Other funds holding CAT

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Hibernia Wealth Partners's CAT Position: Q2 2026 in Review

Hibernia Wealth Partners reduced its Caterpillar (CAT) stake by 36% in Q2 2026, selling an estimated $213K and leaving 432 shares worth $460K. The position accounts for 0.25% of the portfolio, ranked #43.

Hibernia Wealth Partners first reported a position in CAT in Q3 2023 and has held it in 6 quarters since. The position peaked at $478K in Q1 2026. 1,506 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Hibernia Wealth Partners held 432 shares of Caterpillar worth $460K as of Q2 2026.
Hibernia Wealth Partners sold 243 Caterpillar shares in Q2 2026, an estimated $213K.
Caterpillar made up 0.25% of Hibernia Wealth Partners's portfolio in Q2 2026, its #43 holding.
Hibernia Wealth Partners first reported a position in Caterpillar in Q3 2023 and has held it in 6 quarters since.
Hibernia Wealth Partners's Caterpillar position peaked at $478K in Q1 2026.
1,506 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Hibernia Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.