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HM Payson & Co’s Caterpillar CAT Stock Holding History

HM Payson & Co’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 		$59.6M Sell
56,006
-53,259
-49% -$46.8M 0.79% 34
2026
Q1 		$77.4M Sell
109,265
-15,180
-12% -$10.5M 1.12% 27
2025
Q4 		$71.3M Sell
124,445
-648
-0.5% -$360K 1.01% 28
2025
Q3 		$59.7M Sell
125,093
-12,933
-9% -$5.52M 0.86% 35
2025
Q2 		$53.6M Sell
138,026
-17,845
-11% -$5.95M 0.85% 36
2025
Q1 		$51.4M Buy
155,871
+26,430
+20% +$9.41M 0.9% 39
2024
Q4 		$47M Sell
129,441
-1,268
-1% -$492K 0.8% 38
2024
Q3 		$51.1M Buy
130,709
+76,260
+140% +$26.3M 0.88% 39
2024
Q2 		$18.1M Buy
54,449
+49,064
+911% +$17M 0.33% 62
2024
Q1 		$1.97M Buy
5,385
+2
+0% +$639 0.04% 152
2023
Q4 		$1.59M Sell
5,383
-9
-0.2% -$2.33K 0.03% 165
2023
Q3 		$1.47M Buy
5,392
+109
+2% +$29.6K 0.03% 161
2023
Q2 		$1.3M Buy
5,283
+107
+2% +$23.9K 0.03% 170
2023
Q1 		$1.18M Sell
5,176
-1
-0% -$242 0.03% 177
2022
Q4 		$1.24M Buy
5,177
+5
+0.1% +$1.09K 0.03% 173
2022
Q3 		$849K Sell
5,172
-83
-2% -$15.2K 0.02% 190
2022
Q2 		$939K Sell
5,255
-47
-0.9% -$9.9K 0.02% 194
2022
Q1 		$1.18M Sell
5,302
-88
-2% -$18.5K 0.03% 187
2021
Q4 		$1.11M Sell
5,390
-171
-3% -$34.4K 0.02% 202
2021
Q3 		$1.07M Sell
5,561
-70
-1% -$14.6K 0.03% 201
2021
Q2 		$1.23M Buy
5,631
+620
+12% +$143K 0.03% 195
2021
Q1 		$1.16M Buy
5,011
+102
+2% +$21.1K 0.03% 192
2020
Q4 		$894K Sell
4,909
-1,466
-23% -$249K 0.02% 216
2020
Q3 		$951K Sell
6,375
-425
-6% -$59.7K 0.03% 194
2020
Q2 		$860K Sell
6,800
-329
-5% -$39K 0.03% 194
2020
Q1 		$827K Sell
7,129
-4,597
-39% -$587K 0.03% 180
2019
Q4 		$1.73M Buy
11,726
+100
+0.9% +$14K 0.06% 153
2019
Q3 		$1.47M Hold
11,626
– – 0.05% 164
2019
Q2 		$1.58M Sell
11,626
-5,300
-31% -$700K 0.06% 157
2019
Q1 		$2.29M Buy
16,926
+16,731
+8,580% +$2.22M 0.09% 132
2018
Q4 		$25K Sell
195
-16,747
-99% -$2.18M 0.07% 95
2018
Q3 		$2.58M Sell
16,942
-445
-3% -$62.9K 0.12% 122
2018
Q2 		$2.36M Buy
+17,387
New +$2.6M 0.1% 124
2018
Q1 		– Sell
-15,818
Closed -$2.49M – 340
2017
Q4 		$2.49M Buy
15,818
+550
+4% +$76.3K 0.1% 132
2017
Q3 		$1.9M Sell
15,268
-493
-3% -$56.8K 0.08% 147
2017
Q2 		$1.69M Sell
15,761
-100
-0.6% -$10.2K 0.08% 152
2017
Q1 		$1.47M Sell
15,861
-500
-3% -$47.3K 0.07% 160
2016
Q4 		$1.52M Sell
16,361
-114
-0.7% -$10.3K 0.07% 155
2016
Q3 		$1.46M Sell
16,475
-200
-1% -$16.4K 0.07% 160
2016
Q2 		$1.26M Sell
16,675
-1,482
-8% -$111K 0.06% 157
2016
Q1 		$1.39M Buy
18,157
+969
+6% +$65K 0.07% 154
2015
Q4 		$1.17M Buy
17,188
+643
+4% +$45K 0.06% 167
2015
Q3 		$1.08M Hold
16,545
– – 0.06% 167
2015
Q2 		$1.4M Sell
16,545
-6,030
-27% -$518K 0.07% 161
2015
Q1 		$1.81M Sell
22,575
-800
-3% -$66.5K 0.09% 143
2014
Q4 		$2.14M Sell
23,375
-1,147
-5% -$112K 0.11% 134
2014
Q3 		$2.43M Buy
24,522
+2,700
+12% +$286K 0.12% 121
2014
Q2 		$2.37M Buy
21,822
+600
+3% +$63K 0.12% 126
2014
Q1 		$2.11M Sell
21,222
-20,301
-49% -$1.91M 0.11% 129
2013
Q4 		$3.77M Sell
41,523
-35
-0.1% -$2.99K 0.2% 97
2013
Q3 		$3.47M Buy
41,558
+265
+0.6% +$22.4K 0.2% 101
2013
Q2 		$3.41M Buy
+41,293
New +$3.51M 0.2% 97

Other funds holding CAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

HM Payson & Co's CAT Position: Q2 2026 in Review

HM Payson & Co reduced its Caterpillar (CAT) stake by 49% in Q2 2026, selling an estimated $46.8M and leaving 56,006 shares worth $59.6M. The position accounts for 0.79% of the portfolio, ranked #34.

HM Payson & Co first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. The position peaked at $77.4M in Q1 2026. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • HM Payson & Co held 56,006 shares of Caterpillar worth $59.6M as of Q2 2026.
  • HM Payson & Co sold 53,259 Caterpillar shares in Q2 2026, an estimated $46.8M.
  • Caterpillar made up 0.79% of HM Payson & Co's portfolio in Q2 2026, its #34 holding.
  • HM Payson & Co first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
  • HM Payson & Co's Caterpillar position peaked at $77.4M in Q1 2026.
  • 736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.