HFS
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Hoge Financial Services’s Caterpillar CAT Stock Holding History

Hoge Financial Services’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 		$320K Buy
301
+15
+5% +$13.2K 0.15% 60
2026
Q1 		$202K Buy
+286
New +$198K 0.11% 72

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State Farm Mutual Automobile Insurance
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Vanguard Portfolio Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Hoge Financial Services's CAT Position: Q2 2026 in Review

Hoge Financial Services increased its Caterpillar (CAT) stake by 5.2% in Q2 2026, buying an estimated $13.2K and bringing the position to 301 shares worth $320K. The position accounts for 0.15% of the portfolio, ranked #60.

Hoge Financial Services first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Hoge Financial Services held 301 shares of Caterpillar worth $320K as of Q2 2026.
  • Hoge Financial Services bought 15 Caterpillar shares in Q2 2026, an estimated $13.2K.
  • Caterpillar made up 0.15% of Hoge Financial Services's portfolio in Q2 2026, its #60 holding.
  • Hoge Financial Services first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Hoge Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.