HF
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HRT Financial’s Caterpillar CAT Stock Holding History

HRT Financial’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
Q1 		$26.1M Buy
36,800
+9,200
+33% +$6.37M 0.07% 265
2025
Q4 		$15.8M Sell
27,600
-7,500
-21% -$4.17M 0.05% 294
2025
Q3 		$16.7M Buy
35,100
+6,000
+21% +$2.56M 0.06% 237
2025
Q2 		$11.3M Buy
+29,100
New +$9.7M 0.05% 276
2022
Q2 		– Sell
-5,600
Closed -$1.25M – 2991
2022
Q1 		$1.25M Buy
+5,600
New +$1.17M 0.01% 882
2021
Q2 		– Sell
-29,800
Closed -$6.91M – 2899
2021
Q1 		$6.91M Buy
+29,800
New +$6.17M 0.07% 205

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HRT Financial's CAT Position: Q1 2026 in Review

HRT Financial sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 83,563 shares — an estimated $57.9M sold.

HRT Financial first reported a position in CAT in Q2 2017 and held it in 21 quarters. The position peaked at $47.9M in Q4 2025. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • HRT Financial reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
  • HRT Financial sold 83,563 Caterpillar shares in Q1 2026, an estimated $57.9M.
  • HRT Financial first reported a position in Caterpillar in Q2 2017 and held it in 21 quarters.
  • HRT Financial's Caterpillar position peaked at $47.9M in Q4 2025.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.