HFS
CAT icon

Hopwood Financial Services’s Caterpillar CAT Stock Holding History

Hopwood 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 		$335K Sell
315
-30
-9% -$26.4K 0.19% 58
2026
Q1 		$244K Sell
345
-35
-9% -$24.2K 0.16% 75
2025
Q4 		$217K Sell
380
-44
-10% -$24.5K 0.15% 85
2025
Q3 		$202K Hold
424
– – 0.14% 90
2025
Q2 		$165K Buy
424
+1
+0.2% +$333 0.13% 91
2025
Q1 		$140K Sell
423
-25
-6% -$8.9K 0.11% 99
2024
Q4 		$162K Buy
+448
New +$174K 0.12% 93

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Hopwood Financial Services reduced its Caterpillar (CAT) stake by 8.7% in Q2 2026, selling an estimated $26.4K and leaving 315 shares worth $335K. The position accounts for 0.19% of the portfolio, ranked #58.

Hopwood Financial Services first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 1,994 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Hopwood Financial Services held 315 shares of Caterpillar worth $335K as of Q2 2026.
  • Hopwood Financial Services sold 30 Caterpillar shares in Q2 2026, an estimated $26.4K.
  • Caterpillar made up 0.19% of Hopwood Financial Services's portfolio in Q2 2026, its #58 holding.
  • Hopwood Financial Services first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 1,994 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Hopwood Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.