HP
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Hilltop Partners’s Caterpillar CAT Stock Holding History

Hilltop 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 		$674K Buy
633
+42
+7% +$36.9K 0.16% 77
2026
Q1 		$418K Hold
591
– – 0.11% 82
2025
Q4 		$338K Buy
591
+17
+3% +$9.45K 0.09% 89
2025
Q3 		$274K Sell
574
-6
-1% -$2.56K 0.08% 97
2025
Q2 		$225K Buy
+580
New +$193K 0.07% 107
2025
Q1 		– Sell
-576
Closed -$209K – 103
2024
Q4 		$209K Sell
576
-30
-5% -$11.6K 0.07% 99
2024
Q3 		$237K Buy
606
+1
+0.2% +$345 0.08% 96
2024
Q2 		$202K Hold
605
– – 0.07% 96
2024
Q1 		$222K Buy
+605
New +$193K 0.08% 93

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

Hilltop Partners's CAT Position: Q2 2026 in Review

Hilltop Partners increased its Caterpillar (CAT) stake by 7.1% in Q2 2026, buying an estimated $36.9K and bringing the position to 633 shares worth $674K. The position accounts for 0.16% of the portfolio, ranked #77.

Hilltop Partners first reported a position in CAT in Q1 2024 and has held it in 9 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Hilltop Partners held 633 shares of Caterpillar worth $674K as of Q2 2026.
  • Hilltop Partners bought 42 Caterpillar shares in Q2 2026, an estimated $36.9K.
  • Caterpillar made up 0.16% of Hilltop Partners's portfolio in Q2 2026, its #77 holding.
  • Hilltop Partners first reported a position in Caterpillar in Q1 2024 and has held it in 9 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Hilltop Partners's 13F filing for Q2 2026, filed 5 Aug 2026.