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Hillsdale Investment Management’s Caterpillar CAT Stock Holding History

Hillsdale Investment Management’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 		$7.23M Buy
6,787
+190
+3% +$167K 0.16% 163
2026
Q1 		$4.67M Buy
6,597
+2,110
+47% +$1.46M 0.13% 206
2025
Q4 		$2.57M Sell
4,487
-1,680
-27% -$934K 0.07% 309
2025
Q3 		$2.94M Buy
6,167
+1,430
+30% +$610K 0.09% 280
2025
Q2 		$1.84M Buy
4,737
+3,710
+361% +$1.24M 0.07% 285
2025
Q1 		$339K Sell
1,027
-510
-33% -$182K 0.02% 382
2024
Q4 		$558K Sell
1,537
-3,140
-67% -$1.22M 0.03% 347
2024
Q3 		$1.83M Buy
4,677
+837
+22% +$289K 0.14% 198
2024
Q2 		$1.28M Buy
3,840
+3,327
+649% +$1.15M 0.1% 211
2024
Q1 		$188K Buy
513
+13
+3% +$4.16K 0.01% 375
2023
Q4 		$148K Sell
500
-190
-28% -$49.3K 0.01% 391
2023
Q3 		$188K Buy
690
+360
+109% +$97.7K 0.02% 350
2023
Q2 		$81.2K Buy
330
+20
+6% +$4.46K 0.01% 383
2023
Q1 		$70.9K Buy
310
+130
+72% +$31.4K 0.01% 485
2022
Q4 		$43.1K Buy
180
+80
+80% +$17.4K ﹤0.01% 489
2022
Q3 		$16K Buy
+100
New +$18.3K ﹤0.01% 486
2021
Q3 		– Sell
-200
Closed -$44K – 563
2021
Q2 		$44K Buy
+200
New +$46.2K ﹤0.01% 476
2019
Q3 		– Sell
-250
Closed -$34K – 620
2019
Q2 		$34K Hold
250
– – ﹤0.01% 461
2019
Q1 		$34K Buy
+250
New +$33.2K ﹤0.01% 444
2018
Q3 		– Sell
-2,400
Closed -$326K – 481
2018
Q2 		$326K Hold
2,400
– – 0.04% 279
2018
Q1 		$354K Sell
2,400
-200
-8% -$31.6K 0.05% 255
2017
Q4 		$410K Buy
+2,600
New +$361K 0.07% 235

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Hillsdale Investment Management's CAT Position: Q2 2026 in Review

Hillsdale Investment Management increased its Caterpillar (CAT) stake by 2.9% in Q2 2026, buying an estimated $167K and bringing the position to 6,787 shares worth $7.23M. The position accounts for 0.16% of the portfolio, ranked #163.

Hillsdale Investment Management first reported a position in CAT in Q4 2017 and has held it in 22 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Hillsdale Investment Management held 6,787 shares of Caterpillar worth $7.23M as of Q2 2026.
  • Hillsdale Investment Management bought 190 Caterpillar shares in Q2 2026, an estimated $167K.
  • Caterpillar made up 0.16% of Hillsdale Investment Management's portfolio in Q2 2026, its #163 holding.
  • Hillsdale Investment Management first reported a position in Caterpillar in Q4 2017 and has held it in 22 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.