HI
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Horizon Investments’s Caterpillar CAT Stock Holding History

Horizon Investments’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
Q1 		$16.2M Buy
22,860
+681
+3% +$472K 0.18% 90
2025
Q4 		$12.7M Buy
22,179
+4,816
+28% +$2.68M 0.16% 106
2025
Q3 		$8.26M Buy
17,363
+3,097
+22% +$1.32M 0.11% 156
2025
Q2 		$5.52M Buy
14,266
+5,788
+68% +$1.93M 0.09% 179
2025
Q1 		$2.78M Buy
8,478
+211
+3% +$75.2K 0.08% 156
2024
Q4 		$2.99M Buy
8,267
+144
+2% +$55.8K 0.09% 138
2024
Q3 		$3.17M Buy
8,123
+3,139
+63% +$1.08M 0.08% 123
2024
Q2 		$1.65M Sell
4,984
-234
-4% -$81.1K 0.05% 194
2024
Q1 		$1.91M Buy
5,218
+65
+1% +$20.8K 0.05% 173
2023
Q4 		$1.52M Sell
5,153
-5,852
-53% -$1.52M 0.04% 178
2023
Q3 		$2.99M Buy
11,005
+318
+3% +$86.3K 0.09% 93
2023
Q2 		$2.62M Buy
10,687
+553
+5% +$123K 0.08% 103
2023
Q1 		$2.31M Sell
10,134
-8,515
-46% -$2.06M 0.07% 107
2022
Q4 		$4.45M Buy
18,649
+11,148
+149% +$2.43M 0.13% 79
2022
Q3 		$1.22M Sell
7,501
-6,650
-47% -$1.21M 0.04% 172
2022
Q2 		$2.51M Buy
14,151
+2,796
+25% +$589K 0.08% 94
2022
Q1 		$2.52M Buy
11,355
+707
+7% +$148K 0.07% 128
2021
Q4 		$2.19M Buy
10,648
+7,080
+198% +$1.43M 0.06% 137
2021
Q3 		$681K Sell
3,568
-328
-8% -$68.3K 0.02% 268
2021
Q2 		$843K Sell
3,896
-4,052
-51% -$936K 0.03% 234
2021
Q1 		$1.84M Buy
+7,948
New +$1.65M 0.07% 133
2020
Q4 		– Sell
-4,052
Closed -$601K – 127
2020
Q3 		$601K Sell
4,052
-3,914
-49% -$550K 0.02% 250
2020
Q2 		$1.01M Buy
7,966
+3,213
+68% +$381K 0.02% 240
2020
Q1 		$552K Buy
4,753
+358
+8% +$45.7K 0.03% 173
2019
Q4 		$649K Buy
4,395
+1,869
+74% +$261K 0.03% 232
2019
Q3 		$319K Sell
2,526
-74
-3% -$9.4K 0.01% 228
2019
Q2 		$354K Buy
2,600
+357
+16% +$47.2K 0.01% 329
2019
Q1 		$304K Buy
+2,243
New +$298K 0.01% 258

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Horizon Investments's CAT Position: Q1 2026 in Review

Horizon Investments increased its Caterpillar (CAT) stake by 3.1% in Q1 2026, buying an estimated $472K and bringing the position to 22,860 shares worth $16.2M. The position accounts for 0.18% of the portfolio, ranked #90.

Horizon Investments first reported a position in CAT in Q1 2019 and has held it in 28 quarters since. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Horizon Investments held 22,860 shares of Caterpillar worth $16.2M as of Q1 2026.
  • Horizon Investments bought 681 Caterpillar shares in Q1 2026, an estimated $472K.
  • Caterpillar made up 0.18% of Horizon Investments's portfolio in Q1 2026, its #90 holding.
  • Horizon Investments first reported a position in Caterpillar in Q1 2019 and has held it in 28 quarters since.
  • 3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.