HFS
CAT icon

Horizon Financial Services’s Caterpillar CAT Stock Holding History

Horizon 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 		$837K Buy
786
+758
+2,707% +$666K 0.32% 42
2026
Q1 		$19.8K Buy
28
+14
+100% +$9.7K 0.01% 182
2025
Q4 		$8.02K Buy
14
+3
+27% +$1.67K ﹤0.01% 211
2025
Q3 		$5.25K Buy
11
+10
+1,000% +$4.27K ﹤0.01% 274
2025
Q2 		$388 Hold
1
– – ﹤0.01% 300
2025
Q1 		$330 Buy
+1
New +$356 ﹤0.01% 280

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Horizon Financial Services increased its Caterpillar (CAT) stake by 2,707% in Q2 2026, buying an estimated $666K and bringing the position to 786 shares worth $837K. The position accounts for 0.32% of the portfolio, ranked #42.

Horizon Financial Services first reported a position in CAT in Q1 2025 and has held it in 6 quarters since. 1,873 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Horizon Financial Services held 786 shares of Caterpillar worth $837K as of Q2 2026.
  • Horizon Financial Services bought 758 Caterpillar shares in Q2 2026, an estimated $666K.
  • Caterpillar made up 0.32% of Horizon Financial Services's portfolio in Q2 2026, its #42 holding.
  • Horizon Financial Services first reported a position in Caterpillar in Q1 2025 and has held it in 6 quarters since.
  • 1,873 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.