Hoese & Co’s Caterpillar CAT Stock Holding History

Hoese & 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 Q3	$264K	Hold	325	–	–	0.17%	37
2026 Q2	$346K	Buy	+325	New	+$286K	0.22%	34
2025 Q1	–	Sell	-157	Closed	-$57K	–	155
2024 Q4	$57K	Buy	+157	New	+$60.9K	0.05%	63
2024 Q1	–	Sell	-150	Closed	-$37.6K	–	139
2023 Q4	$37.6K	Hold	150	–	–	0.04%	74
2023 Q3	$41K	Hold	150	–	–	0.04%	74
2023 Q2	$36.9K	Hold	150	–	–	0.03%	84
2023 Q1	$35.9K	Hold	150	–	–	0.04%	79
2022 Q4	$35K	Hold	150	–	–	0.04%	83
2022 Q3	$25K	Sell	150 -600	-80%	-$110K	0.03%	94
2022 Q2	$134K	Hold	750	–	–	0.15%	49
2022 Q1	$167K	Hold	750	–	–	0.17%	44
2021 Q4	$155K	Hold	750	–	–	0.15%	51
2021 Q3	$144K	Hold	750	–	–	0.16%	51
2021 Q2	$164K	Hold	750	–	–	0.18%	50
2021 Q1	$174K	Buy	+750	New	+$155K	0.21%	45

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Hoese & Co's CAT Position: Q3 2026 in Review

Hoese & Co held its Caterpillar (CAT) position steady in Q3 2026 at 325 shares worth $264K. The position accounts for 0.17% of the portfolio, ranked #37.

Hoese & Co first reported a position in CAT in Q1 2021 and has held it in 15 quarters since. The position peaked at $346K in Q2 2026. 1,272 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Hoese & Co held 325 shares of Caterpillar worth $264K as of Q3 2026.
Hoese & Co left its Caterpillar share count unchanged in Q3 2026.
Caterpillar made up 0.17% of Hoese & Co's portfolio in Q3 2026, its #37 holding.
Hoese & Co first reported a position in Caterpillar in Q1 2021 and has held it in 15 quarters since.
Hoese & Co's Caterpillar position peaked at $346K in Q2 2026.
1,272 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Hoese & Co's 13F filing for Q3 2026, filed 21 Oct 2026.