HCM
CAT icon

Hodges Capital Management’s Caterpillar CAT Stock Holding History

Hodges Capital Management’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
Q1 		$676K Hold
25
– – 0.06% 153
2025
Q4 		$372K Buy
+25
New +$13.9K 0.03% 165

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hodges Capital Management's CAT Position: Q1 2026 in Review

Hodges Capital Management reduced its Caterpillar (CAT) stake by 9.1% in Q1 2026, selling an estimated $837K and leaving 12,125 shares worth $8.59M. The position accounts for 0.71% of the portfolio, ranked #51.

Hodges Capital Management first reported a position in CAT in Q2 2013 and has held it in 38 quarters since. The position peaked at $8.85M in Q3 2024. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Hodges Capital Management held 12,125 shares of Caterpillar worth $8.59M as of Q1 2026.
  • Hodges Capital Management sold 1,209 Caterpillar shares in Q1 2026, an estimated $837K.
  • Caterpillar made up 0.71% of Hodges Capital Management's portfolio in Q1 2026, its #51 holding.
  • Hodges Capital Management first reported a position in Caterpillar in Q2 2013 and has held it in 38 quarters since.
  • Hodges Capital Management's Caterpillar position peaked at $8.85M in Q3 2024.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Hodges Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.