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Horizon Investment Services’s Caterpillar CAT Stock Holding History

Horizon Investment 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 		$317K Hold
297
– – 0.09% 112
2026
Q1 		$211K Buy
+297
New +$206K 0.07% 136

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Vanguard Capital Management
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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

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

Horizon Investment Services held its Caterpillar (CAT) position steady in Q2 2026 at 297 shares worth $317K. The position accounts for 0.09% of the portfolio, ranked #112.

Horizon Investment Services first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Horizon Investment Services held 297 shares of Caterpillar worth $317K as of Q2 2026.
  • Horizon Investment Services left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.09% of Horizon Investment Services's portfolio in Q2 2026, its #112 holding.
  • Horizon Investment Services first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Horizon Investment Services's 13F filing for Q2 2026, filed 6 Aug 2026.