Hoxton Planning & Management
CAT icon

Hoxton Planning & Management’s Caterpillar CAT Stock Holding History

Hoxton Planning & 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
Q3 		$443K Buy
547
+47
+9% +$39.9K 0.11% 129
2026
Q2 		$532K Buy
500
+49
+11% +$43K 0.14% 120
2026
Q1 		$320K Sell
451
-5
-1% -$3.46K 0.1% 157
2025
Q4 		$261K Buy
456
+26
+6% +$14.5K 0.08% 178
2025
Q3 		$205K Buy
+430
New +$184K 0.07% 211

Other funds holding CAT

Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Hoxton Planning & Management's CAT Position: Q3 2026 in Review

Hoxton Planning & Management increased its Caterpillar (CAT) stake by 9.4% in Q3 2026, buying an estimated $39.9K and bringing the position to 547 shares worth $443K. The position accounts for 0.11% of the portfolio, ranked #129.

Hoxton Planning & Management first reported a position in CAT in Q3 2025 and has held it in 5 quarters since. The position peaked at $532K in Q2 2026. 1,071 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Hoxton Planning & Management held 547 shares of Caterpillar worth $443K as of Q3 2026.
  • Hoxton Planning & Management bought 47 Caterpillar shares in Q3 2026, an estimated $39.9K.
  • Caterpillar made up 0.11% of Hoxton Planning & Management's portfolio in Q3 2026, its #129 holding.
  • Hoxton Planning & Management first reported a position in Caterpillar in Q3 2025 and has held it in 5 quarters since.
  • Hoxton Planning & Management's Caterpillar position peaked at $532K in Q2 2026.
  • 1,071 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.