HHCP
CAT icon

Hilton Head Capital Partners’s Caterpillar CAT Stock Holding History

Hilton Head Capital 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 		$1.69M Sell
1,585
-26
-2% -$22.8K 0.85% 28
2026
Q1 		$1.14M Buy
1,611
+16
+1% +$11.1K 0.64% 38
2025
Q4 		$914K Buy
+1,595
New +$886K 0.53% 49

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Vanguard Capital Management
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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

Hilton Head Capital Partners's CAT Position: Q2 2026 in Review

Hilton Head Capital Partners reduced its Caterpillar (CAT) stake by 1.6% in Q2 2026, selling an estimated $22.8K and leaving 1,585 shares worth $1.69M. The position accounts for 0.85% of the portfolio, ranked #28.

Hilton Head Capital Partners first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,033 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Hilton Head Capital Partners held 1,585 shares of Caterpillar worth $1.69M as of Q2 2026.
  • Hilton Head Capital Partners sold 26 Caterpillar shares in Q2 2026, an estimated $22.8K.
  • Caterpillar made up 0.85% of Hilton Head Capital Partners's portfolio in Q2 2026, its #28 holding.
  • Hilton Head Capital Partners first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 4,033 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Hilton Head Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.