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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 		$24.3M Sell
34,300
-66,700
-66% -$46.2M 0.06% 283
2025
Q4 		$57.9M Buy
101,000
+40,300
+66% +$22.4M 0.18% 75
2025
Q3 		$29M Buy
60,700
+37,900
+166% +$16.2M 0.11% 117
2025
Q2 		$8.85M Buy
22,800
+7,500
+49% +$2.5M 0.04% 345
2025
Q1 		$5.04M Buy
+15,300
New +$5.45M 0.03% 431
2024
Q2 		– Sell
-2,300
Closed -$842K – 2296
2024
Q1 		$842K Buy
2,300
+1,000
+77% +$320K 0.01% 966
2023
Q4 		$384K Sell
1,300
-7,100
-85% -$1.84M ﹤0.01% 1503
2023
Q3 		$2.29M Buy
+8,400
New +$2.28M 0.02% 561
2023
Q2 		– Sell
-17,500
Closed -$4M – 2532
2023
Q1 		$4M Buy
17,500
+9,000
+106% +$2.18M 0.05% 315
2022
Q4 		$2.04M Buy
+8,500
New +$1.85M 0.03% 587
2022
Q2 		– Sell
-4,100
Closed -$913K – 2992
2022
Q1 		$913K Sell
4,100
-6,100
-60% -$1.28M 0.01% 1134
2021
Q4 		$2.11M Sell
10,200
-15,000
-60% -$3.02M 0.01% 629
2021
Q3 		$4.84M Buy
+25,200
New +$5.25M 0.03% 329
2021
Q2 		– Sell
-3,500
Closed -$811K – 2900
2021
Q1 		$811K Buy
+3,500
New +$725K 0.01% 1335
2020
Q2 		– Sell
-6,200
Closed -$719K – 1553
2020
Q1 		$719K Sell
6,200
-13,600
-69% -$1.74M 0.05% 318
2019
Q4 		$2.92M Buy
+19,800
New +$2.76M 0.13% 137
2019
Q2 		– Sell
-30,700
Closed -$4.16M – 758
2019
Q1 		$4.16M Buy
+30,700
New +$4.08M 0.64% 23

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.