HWM
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Hohimer Wealth Management’s Caterpillar CAT Stock Holding History

Hohimer Wealth 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
Q2 		$2.4M Sell
2,253
-863
-28% -$758K 0.24% 125
2026
Q1 		$2.21M Sell
3,116
-564
-15% -$391K 0.26% 123
2025
Q4 		$2.11M Buy
3,680
+15
+0.4% +$8.34K 0.28% 106
2025
Q3 		$1.75M Buy
3,665
+11
+0.3% +$4.7K 0.24% 115
2025
Q2 		$1.42M Sell
3,654
-287
-7% -$95.7K 0.25% 92
2025
Q1 		$1.3M Sell
3,941
-1,001
-20% -$357K 0.25% 95
2024
Q4 		$1.79M Buy
4,942
+179
+4% +$69.4K 0.34% 87
2024
Q3 		$1.86M Buy
4,763
+125
+3% +$43.2K 0.4% 81
2024
Q2 		$1.54M Buy
4,638
+2,880
+164% +$999K 0.36% 82
2024
Q1 		$644K Buy
1,758
+100
+6% +$32K 0.15% 146
2023
Q4 		$490K Sell
1,658
-4
-0.2% -$1.04K 0.12% 154
2023
Q3 		$454K Sell
1,662
-35
-2% -$9.49K 0.13% 150
2023
Q2 		$417K Buy
1,697
+5
+0.3% +$1.11K 0.12% 155
2023
Q1 		$387K Buy
1,692
+201
+13% +$48.6K 0.11% 155
2022
Q4 		$357K Buy
1,491
+14
+0.9% +$3.05K 0.11% 131
2022
Q3 		$242K Hold
1,477
– – 0.08% 156
2022
Q2 		$264K Buy
1,477
+1
+0.1% +$211 0.08% 162
2022
Q1 		$329K Buy
1,476
+18
+1% +$3.77K 0.06% 165
2021
Q4 		$301K Hold
1,458
– – 0.06% 168
2021
Q3 		$280K Hold
1,458
– – 0.06% 156
2021
Q2 		$317K Buy
1,458
+1
+0.1% +$231 0.06% 158
2021
Q1 		$338K Sell
1,457
-50
-3% -$10.4K 0.08% 148
2020
Q4 		$274K Hold
1,507
– – 0.07% 161
2020
Q3 		$252K Buy
+1,507
New +$212K 0.07% 161
2020
Q1 		– Sell
-1,584
Closed -$234K – 184
2019
Q4 		$234K Buy
+1,584
New +$221K 0.08% 213

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Hohimer Wealth Management's CAT Position: Q2 2026 in Review

Hohimer Wealth Management reduced its Caterpillar (CAT) stake by 28% in Q2 2026, selling an estimated $758K and leaving 2,253 shares worth $2.4M. The position accounts for 0.24% of the portfolio, ranked #125.

Hohimer Wealth Management first reported a position in CAT in Q4 2019 and has held it in 25 quarters since. 4,061 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Hohimer Wealth Management held 2,253 shares of Caterpillar worth $2.4M as of Q2 2026.
  • Hohimer Wealth Management sold 863 Caterpillar shares in Q2 2026, an estimated $758K.
  • Caterpillar made up 0.24% of Hohimer Wealth Management's portfolio in Q2 2026, its #125 holding.
  • Hohimer Wealth Management first reported a position in Caterpillar in Q4 2019 and has held it in 25 quarters since.
  • 4,061 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.