HWM
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Horizon Wealth Management’s Caterpillar CAT Stock Holding History

Horizon Wealth Management’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 		$2.35M Buy
2,211
+2
+0.1% +$1.76K 0.3% 42
2026
Q1 		$1.57M Buy
2,209
+1
+0% +$693 0.23% 47
2025
Q4 		$1.26M Buy
2,208
+2
+0.1% +$1.11K 0.2% 44
2025
Q3 		$1.05M Buy
2,206
+3
+0.1% +$1.28K 0.15% 49
2025
Q2 		$855K Sell
2,203
-19
-0.9% -$6.33K 0.15% 39
2025
Q1 		$733K Buy
2,222
+25
+1% +$8.9K 0.12% 41
2024
Q4 		$797K Buy
2,197
+3
+0.1% +$1.16K 0.14% 36
2024
Q3 		$858K Buy
2,194
+3
+0.1% +$1.04K 0.17% 35
2024
Q2 		$730K Sell
2,191
-346
-14% -$120K 0.17% 32
2024
Q1 		$930K Sell
2,537
-136
-5% -$43.5K 0.24% 30
2023
Q4 		$790K Sell
2,673
-401
-13% -$104K 0.22% 31
2023
Q3 		$839K Buy
3,074
+11
+0.4% +$2.98K 0.34% 25
2023
Q2 		$754K Buy
3,063
+7
+0.2% +$1.56K 0.3% 27
2023
Q1 		$699K Sell
3,056
-723
-19% -$175K 0.52% 25
2022
Q4 		$905K Buy
3,779
+224
+6% +$48.8K 0.74% 20
2022
Q3 		$583K Sell
3,555
-261
-7% -$47.7K 0.43% 26
2022
Q2 		$682K Buy
3,816
+15
+0.4% +$3.16K 0.28% 43
2022
Q1 		$847K Sell
3,801
-3,148
-45% -$660K 0.26% 39
2021
Q4 		$1.44M Buy
+6,949
New +$1.4M 0.42% 31

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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 Wealth Management's CAT Position: Q2 2026 in Review

Horizon Wealth Management increased its Caterpillar (CAT) stake by 0.09% in Q2 2026, buying an estimated $1.76K and bringing the position to 2,211 shares worth $2.35M. The position accounts for 0.3% of the portfolio, ranked #42.

Horizon Wealth Management first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Horizon Wealth Management held 2,211 shares of Caterpillar worth $2.35M as of Q2 2026.
  • Horizon Wealth Management bought 2 Caterpillar shares in Q2 2026, an estimated $1.76K.
  • Caterpillar made up 0.3% of Horizon Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Horizon Wealth Management first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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