HZ
CAT icon

Hixon Zuercher’s Caterpillar CAT Stock Holding History

Hixon Zuercher’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 		$6.56M Sell
6,162
-3,362
-35% -$2.95M 1.93% 17
2026
Q1 		$6.75M Sell
9,524
-301
-3% -$208K 2.1% 14
2025
Q4 		$5.63M Sell
9,825
-951
-9% -$529K 1.71% 21
2025
Q3 		$5.14M Sell
10,776
-10,631
-50% -$4.54M 1.56% 24
2025
Q2 		$8.31M Sell
21,407
-2,028
-9% -$676K 2.69% 7
2025
Q1 		$7.73M Buy
23,435
+567
+2% +$202K 2.73% 6
2024
Q4 		$8.3M Sell
22,868
-312
-1% -$121K 3.19% 4
2024
Q3 		$9.07M Sell
23,180
-481
-2% -$166K 3.55% 3
2024
Q2 		$7.88M Sell
23,661
-1,338
-5% -$464K 3.32% 6
2024
Q1 		$9.16M Sell
24,999
-148
-0.6% -$47.3K 3.87% 2
2023
Q4 		$7.44M Buy
25,147
+1,085
+5% +$281K 3.45% 5
2023
Q3 		$6.57M Buy
24,062
+4,139
+21% +$1.12M 3.44% 9
2023
Q2 		$4.9M Buy
19,923
+879
+5% +$196K 2.47% 16
2023
Q1 		$4.36M Buy
19,044
+3,299
+21% +$798K 2.58% 16
2022
Q4 		$3.77M Buy
15,745
+36
+0.2% +$7.84K 2.32% 19
2022
Q3 		$2.58M Buy
15,709
+1,617
+11% +$295K 1.65% 25
2022
Q2 		$2.52M Buy
14,092
+393
+3% +$82.8K 1.63% 31
2022
Q1 		$3.05M Buy
13,699
+574
+4% +$120K 1.64% 25
2021
Q4 		$2.71M Buy
13,125
+877
+7% +$177K 1.36% 33
2021
Q3 		$2.35M Buy
12,248
+829
+7% +$173K 1.37% 33
2021
Q2 		$2.48M Buy
11,419
+6,320
+124% +$1.46M 1.5% 33
2021
Q1 		$1.18M Buy
+5,099
New +$1.06M 0.78% 39

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS)
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Hixon Zuercher's CAT Position: Q2 2026 in Review

Hixon Zuercher reduced its Caterpillar (CAT) stake by 35% in Q2 2026, selling an estimated $2.95M and leaving 6,162 shares worth $6.56M. The position accounts for 1.93% of the portfolio, ranked #17.

Hixon Zuercher first reported a position in CAT in Q1 2021 and has held it in 22 quarters since. The position peaked at $9.16M in Q1 2024. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Hixon Zuercher held 6,162 shares of Caterpillar worth $6.56M as of Q2 2026.
  • Hixon Zuercher sold 3,362 Caterpillar shares in Q2 2026, an estimated $2.95M.
  • Caterpillar made up 1.93% of Hixon Zuercher's portfolio in Q2 2026, its #17 holding.
  • Hixon Zuercher first reported a position in Caterpillar in Q1 2021 and has held it in 22 quarters since.
  • Hixon Zuercher's Caterpillar position peaked at $9.16M in Q1 2024.
  • 1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Hixon Zuercher's 13F filing for Q2 2026, filed 20 Jul 2026.