Hollow Brook Wealth Management’s Caterpillar CAT Stock Holding History

Hollow Brook 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	$439K	Hold	412	–	–	0.09%	69
2026 Q1	$292K	Sell	412 -100	-20%	-$69.3K	0.07%	67
2025 Q4	$293K	Hold	512	–	–	0.08%	70
2025 Q3	$244K	Buy	+512	New	+$219K	0.06%	93
2025 Q1	–	Sell	-582	Closed	-$211K	–	86
2024 Q4	$211K	Hold	582	–	–	0.06%	84
2024 Q3	$228K	Buy	+582	New	+$201K	0.07%	81
2024 Q2	–	Sell	-636	Closed	-$233K	–	78
2024 Q1	$233K	Buy	+636	New	+$203K	0.09%	75
2018 Q3	–	Sell	-10,033	Closed	-$1.36M	–	53
2018 Q2	$1.36M	Buy	10,033 +4,617	+85%	+$690K	1.08%	31
2018 Q1	$798K	Buy	+5,416	New	+$855K	0.64%	35

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Hollow Brook Wealth Management's CAT Position: Q2 2026 in Review

Hollow Brook Wealth Management held its Caterpillar (CAT) position steady in Q2 2026 at 412 shares worth $439K. The position accounts for 0.09% of the portfolio, ranked #69.

Hollow Brook Wealth Management first reported a position in CAT in Q1 2018 and has held it in 9 quarters since. The position peaked at $1.36M in Q2 2018. 4,042 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Hollow Brook Wealth Management held 412 shares of Caterpillar worth $439K as of Q2 2026.
Hollow Brook Wealth Management left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.09% of Hollow Brook Wealth Management's portfolio in Q2 2026, its #69 holding.
Hollow Brook Wealth Management first reported a position in Caterpillar in Q1 2018 and has held it in 9 quarters since.
Hollow Brook Wealth Management's Caterpillar position peaked at $1.36M in Q2 2018.
4,042 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Hollow Brook Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.