HPM
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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Hoxton Planning & Management's CAT Position: Q2 2026 in Review

Hoxton Planning & Management increased its Caterpillar (CAT) stake by 11% in Q2 2026, buying an estimated $43K and bringing the position to 500 shares worth $532K. The position accounts for 0.14% of the portfolio, ranked #120.

Hoxton Planning & Management first reported a position in CAT in Q3 2025 and has held it in 4 quarters since. 957 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Hoxton Planning & Management held 500 shares of Caterpillar worth $532K as of Q2 2026.
  • Hoxton Planning & Management bought 49 Caterpillar shares in Q2 2026, an estimated $43K.
  • Caterpillar made up 0.14% of Hoxton Planning & Management's portfolio in Q2 2026, its #120 holding.
  • Hoxton Planning & Management first reported a position in Caterpillar in Q3 2025 and has held it in 4 quarters since.
  • 957 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.