HI
CAT icon

Hoey Investments’s Caterpillar CAT Stock Holding History

Hoey Investments’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 		$723K Buy
679
+141
+26% +$124K 0.09% 53
2026
Q1 		$381K Buy
538
+145
+37% +$100K 0.06% 68
2025
Q4 		$225K Hold
393
– – 0.03% 84
2025
Q3 		$188K Hold
393
– – 0.02% 89
2025
Q2 		$153K Sell
393
-750
-66% -$250K 0.02% 91
2025
Q1 		$377K Sell
1,143
-1,050
-48% -$374K 0.07% 57
2024
Q4 		$796K Buy
2,193
+1,291
+143% +$501K 0.13% 35
2024
Q3 		$300K Hold
902
– – 0.06% 72
2024
Q2 		$300K Buy
902
+10
+1% +$3.47K 0.06% 72
2024
Q1 		$327K Buy
892
+100
+13% +$32K 0.07% 69
2023
Q4 		$234K Sell
792
-6,196
-89% -$1.61M 0.07% 70
2023
Q3 		$1.91M Sell
6,988
-172
-2% -$46.7K 0.63% 21
2023
Q2 		$1.76M Sell
7,160
-1,948
-21% -$434K 0.57% 22
2023
Q1 		$2.08M Buy
9,108
+218
+2% +$52.7K 0.81% 19
2022
Q4 		$2.13M Sell
8,890
-432
-5% -$94K 0.92% 18
2022
Q3 		$1.53M Buy
9,322
+6,100
+189% +$1.11M 0.6% 33
2022
Q2 		$576K Sell
3,222
-2,344
-42% -$494K 0.25% 43
2022
Q1 		$1.24M Buy
5,566
+1,122
+25% +$235K 0.34% 29
2021
Q4 		$919K Sell
4,444
-696
-14% -$140K 0.23% 34
2021
Q3 		$987K Sell
5,140
-6,535
-56% -$1.36M 0.29% 38
2021
Q2 		$2.54M Buy
11,675
+10,000
+597% +$2.31M 0.75% 27
2021
Q1 		$388K Sell
1,675
-129
-7% -$26.7K 0.13% 46
2020
Q4 		$328K Buy
1,804
+1,429
+381% +$242K 0.12% 51
2020
Q3 		$56K Buy
+375
New +$52.7K 0.02% 63
2020
Q1 		– Sell
-4,926
Closed -$727K – 126
2019
Q4 		$727K Buy
+4,926
New +$687K 0.52% 42

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Hoey Investments's CAT Position: Q2 2026 in Review

Hoey Investments increased its Caterpillar (CAT) stake by 26% in Q2 2026, buying an estimated $124K and bringing the position to 679 shares worth $723K. The position accounts for 0.09% of the portfolio, ranked #53.

Hoey Investments first reported a position in CAT in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.54M in Q2 2021. 2,036 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Hoey Investments held 679 shares of Caterpillar worth $723K as of Q2 2026.
  • Hoey Investments bought 141 Caterpillar shares in Q2 2026, an estimated $124K.
  • Caterpillar made up 0.09% of Hoey Investments's portfolio in Q2 2026, its #53 holding.
  • Hoey Investments first reported a position in Caterpillar in Q4 2019 and has held it in 25 quarters since.
  • Hoey Investments's Caterpillar position peaked at $2.54M in Q2 2021.
  • 2,036 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.