Hobart Private Capital’s Caterpillar CAT Stock Holding History

Hobart Private Capital’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	$477K	Buy	448 +65	+17%	+$57.1K	0.08%	96
2026 Q1	$271K	Buy	+383	New	+$265K	0.05%	113
2019 Q2	–	Sell	-2,677	Closed	-$363K	–	152
2019 Q1	$363K	Sell	2,677 -2,233	-45%	-$297K	0.28%	93
2018 Q4	$624K	Buy	4,910 +2,807	+133%	+$365K	0.53%	55
2018 Q3	$321K	Buy	2,103 +269	+15%	+$38K	0.25%	99
2018 Q2	$249K	Buy	1,834 +237	+15%	+$35.4K	0.2%	108
2018 Q1	$235K	Buy	+1,597	New	+$252K	0.21%	107

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Hobart Private Capital's CAT Position: Q2 2026 in Review

Hobart Private Capital increased its Caterpillar (CAT) stake by 17% in Q2 2026, buying an estimated $57.1K and bringing the position to 448 shares worth $477K. The position accounts for 0.08% of the portfolio, ranked #96.

Hobart Private Capital first reported a position in CAT in Q1 2018 and has held it in 7 quarters since. The position peaked at $624K in Q4 2018. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Hobart Private Capital held 448 shares of Caterpillar worth $477K as of Q2 2026.
Hobart Private Capital bought 65 Caterpillar shares in Q2 2026, an estimated $57.1K.
Caterpillar made up 0.08% of Hobart Private Capital's portfolio in Q2 2026, its #96 holding.
Hobart Private Capital first reported a position in Caterpillar in Q1 2018 and has held it in 7 quarters since.
Hobart Private Capital's Caterpillar position peaked at $624K in Q4 2018.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Hobart Private Capital's 13F filing for Q2 2026, filed 6 Jul 2026.