Hohimer Wealth Management
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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
Q3 		$1.96M Buy
2,422
+169
+8% +$143K 0.19% 130
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% -$9.5K 0.13% 150
2023
Q2 		$417K Buy
1,697
+5
+0.3% +$1.12K 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% +$3.78K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Hohimer Wealth Management's CAT Position: Q3 2026 in Review

Hohimer Wealth Management increased its Caterpillar (CAT) stake by 7.5% in Q3 2026, buying an estimated $143K and bringing the position to 2,422 shares worth $1.96M. The position accounts for 0.19% of the portfolio, ranked #130.

Hohimer Wealth Management first reported a position in CAT in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.4M in Q2 2026. 2,554 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Hohimer Wealth Management held 2,422 shares of Caterpillar worth $1.96M as of Q3 2026.
  • Hohimer Wealth Management bought 169 Caterpillar shares in Q3 2026, an estimated $143K.
  • Caterpillar made up 0.19% of Hohimer Wealth Management's portfolio in Q3 2026, its #130 holding.
  • Hohimer Wealth Management first reported a position in Caterpillar in Q4 2019 and has held it in 26 quarters since.
  • Hohimer Wealth Management's Caterpillar position peaked at $2.4M in Q2 2026.
  • 2,554 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Hohimer Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.