HFRG
CAT icon

Houlihan Financial Resource Group’s Caterpillar CAT Stock Holding History

Houlihan Financial Resource Group’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 		$670K Hold
629
– – 0.24% 68
2026
Q1 		$446K Hold
629
– – 0.17% 79
2025
Q4 		$394K Buy
+629
New +$350K 0.15% 85
2025
Q3 		– Sell
-629
Closed -$264K – 75
2025
Q2 		$264K Sell
629
-150
-19% -$50K 0.11% 98
2025
Q1 		$257K Hold
779
– – 0.12% 96
2024
Q4 		$283K Buy
779
+25
+3% +$9.7K 0.12% 92
2024
Q3 		$295K Buy
+754
New +$260K 0.12% 93
2024
Q2 		– Sell
-754
Closed -$276K – 65
2024
Q1 		$276K Hold
754
– – 0.12% 89
2023
Q4 		$223K Buy
+754
New +$196K 0.11% 95
2020
Q3 		$172K Buy
+1,015
New +$143K 0.1% 104

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Houlihan Financial Resource Group's CAT Position: Q2 2026 in Review

Houlihan Financial Resource Group held its Caterpillar (CAT) position steady in Q2 2026 at 629 shares worth $670K. The position accounts for 0.24% of the portfolio, ranked #68.

Houlihan Financial Resource Group first reported a position in CAT in Q3 2020 and has held it in 10 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Houlihan Financial Resource Group held 629 shares of Caterpillar worth $670K as of Q2 2026.
  • Houlihan Financial Resource Group left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.24% of Houlihan Financial Resource Group's portfolio in Q2 2026, its #68 holding.
  • Houlihan Financial Resource Group first reported a position in Caterpillar in Q3 2020 and has held it in 10 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q2 2026, filed 10 Aug 2026.