Horizon Investments’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $32.5M | Buy |
30,577
+7,717
| +34% | +$6.78M | 0.36% | 52 |
|
|
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
Horizon Investments's CAT Position: Q2 2026 in Review
Horizon Investments increased its Caterpillar (CAT) stake by 34% in Q2 2026, buying an estimated $6.78M and bringing the position to 30,577 shares worth $32.5M. The position accounts for 0.36% of the portfolio, ranked #52.
Horizon Investments first reported a position in CAT in Q1 2019 and has held it in 29 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Horizon Investments held 30,577 shares of Caterpillar worth $32.5M as of Q2 2026.
- Horizon Investments bought 7,717 Caterpillar shares in Q2 2026, an estimated $6.78M.
- Caterpillar made up 0.36% of Horizon Investments's portfolio in Q2 2026, its #52 holding.
- Horizon Investments first reported a position in Caterpillar in Q1 2019 and has held it in 29 quarters since.
- 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.