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 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 $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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Hoese & Co's CAT Position: Q2 2026 in Review

Hoese & Co opened a new position in Caterpillar (CAT) in Q2 2026: 325 shares worth $346K. The stake represents 0.22% of the portfolio and ranks #34 among its holdings. This is a return to the name: Hoese & Co previously reported a position in CAT as recently as Q4 2024.

Hoese & Co first reported a position in CAT in Q1 2021 and has held it in 14 quarters since. 1,174 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Hoese & Co held 325 shares of Caterpillar worth $346K as of Q2 2026.
Caterpillar was a new Hoese & Co position in Q2 2026.
Caterpillar made up 0.22% of Hoese & Co's portfolio in Q2 2026, its #34 holding.
Hoese & Co first reported a position in Caterpillar in Q1 2021 and has held it in 14 quarters since.
1,174 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Hoese & Co's 13F filing for Q2 2026, filed 14 Jul 2026.