HSBC Holdings’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-11,200
| Closed | -$6.43M | – | 2934 |
|
|
2025
Q4 | $6.43M | Sell |
11,200
-5,900
| -35% | -$3.28M | ﹤0.01% | 1104 |
|
|
2025
Q3 | $8.12M | Buy |
17,100
+2,000
| +13% | +$854K | ﹤0.01% | 1005 |
|
|
2025
Q2 | $5.86M | Sell |
15,100
-1,100
| -7% | -$367K | ﹤0.01% | 1093 |
|
|
2025
Q1 | $5.33M | Buy |
16,200
+8,300
| +105% | +$2.96M | ﹤0.01% | 1094 |
|
|
2024
Q4 | $2.87M | Buy |
7,900
+2,500
| +46% | +$970K | ﹤0.01% | 1323 |
|
|
2024
Q3 | $2.11M | Sell |
5,400
-1,500
| -22% | -$518K | ﹤0.01% | 1408 |
|
|
2024
Q2 | $2.26M | Sell |
6,900
-2,500
| -27% | -$867K | ﹤0.01% | 1359 |
|
|
2024
Q1 | $3.44M | Sell |
9,400
-25,000
| -73% | -$7.99M | ﹤0.01% | 1248 |
|
|
2023
Q4 | $10.2M | Buy |
34,400
+4,400
| +15% | +$1.14M | 0.01% | 888 |
|
|
2023
Q3 | $8.18M | Hold |
30,000
| – | – | 0.01% | 898 |
|
|
2023
Q2 | $7.39M | Sell |
30,000
-29,100
| -49% | -$6.49M | 0.01% | 916 |
|
|
2023
Q1 | $13.4M | Sell |
59,100
-128,500
| -68% | -$31.1M | 0.02% | 746 |
|
|
2022
Q4 | $44.9M | Sell |
187,600
-113,500
| -38% | -$24.7M | 0.05% | 374 |
|
|
2022
Q3 | $49.5M | Buy |
301,100
+1,600
| +0.5% | +$292K | 0.08% | 248 |
|
|
2022
Q2 | $54.7M | Sell |
299,500
-4,200
| -1% | -$885K | 0.08% | 249 |
|
|
2022
Q1 | $67.8M | Sell |
303,700
-81,700
| -21% | -$17.1M | 0.08% | 224 |
|
|
2021
Q4 | $79.7M | Buy |
385,400
+290,000
| +304% | +$58.4M | 0.07% | 256 |
|
|
2021
Q3 | $18.4M | Buy |
95,400
+6,300
| +7% | +$1.31M | 0.02% | 649 |
|
|
2021
Q2 | $19.3M | Buy |
89,100
+500
| +0.6% | +$115K | 0.02% | 634 |
|
|
2021
Q1 | $20.5M | Sell |
88,600
-75,200
| -46% | -$15.6M | 0.02% | 578 |
|
|
2020
Q4 | $29.7M | Buy |
163,800
+84,100
| +106% | +$14.3M | 0.04% | 444 |
|
|
2020
Q3 | $11.9M | Buy |
+79,700
| New | +$11.2M | 0.02% | 656 |
|
|
2020
Q2 | – | Sell |
-22,100
| Closed | -$2.56M | – | 2670 |
|
|
2020
Q1 | $2.56M | Sell |
22,100
-87,300
| -80% | -$11.2M | 0.01% | 1074 |
|
|
2019
Q4 | $16.1M | Sell |
109,400
-60,900
| -36% | -$8.5M | 0.03% | 604 |
|
|
2019
Q3 | $21.5M | Buy |
170,300
+9,300
| +6% | +$1.18M | 0.04% | 505 |
|
|
2019
Q2 | $21.9M | Sell |
161,000
-15,800
| -9% | -$2.09M | 0.04% | 464 |
|
|
2019
Q1 | $24M | Sell |
176,800
-8,300
| -4% | -$1.1M | 0.04% | 443 |
|
|
2018
Q4 | $23.5M | Buy |
185,100
+24,300
| +15% | +$3.16M | 0.04% | 432 |
|
|
2018
Q3 | $24.5M | Buy |
160,800
+54,400
| +51% | +$7.69M | 0.04% | 478 |
|
|
2018
Q2 | $14.4M | Buy |
106,400
+41,500
| +64% | +$6.2M | 0.03% | 645 |
|
|
2018
Q1 | $9.56M | Buy |
64,900
+63,400
| +4,227% | +$10M | 0.01% | 842 |
|
|
2017
Q4 | $236K | Sell |
1,500
-138,600
| -99% | -$19.2M | ﹤0.01% | 1851 |
|
|
2017
Q3 | $17.5M | Buy |
140,100
+24,700
| +21% | +$2.84M | 0.03% | 590 |
|
|
2017
Q2 | $12.4M | Sell |
115,400
-28,500
| -20% | -$2.9M | 0.02% | 668 |
|
|
2017
Q1 | $13.3M | Sell |
143,900
-40,600
| -22% | -$3.84M | 0.03% | 610 |
|
|
2016
Q4 | $17.1M | Buy |
184,500
+32,000
| +21% | +$2.9M | 0.04% | 525 |
|
|
2016
Q3 | $13.5M | Buy |
152,500
+16,000
| +12% | +$1.31M | 0.03% | 558 |
|
|
2016
Q2 | $10.3M | Sell |
136,500
-28,500
| -17% | -$2.14M | 0.03% | 643 |
|
|
2016
Q1 | $12.6M | Buy |
165,000
+76,400
| +86% | +$5.12M | 0.04% | 554 |
|
|
2015
Q4 | $6.02M | Buy |
88,600
+83,600
| +1,672% | +$5.84M | 0.01% | 873 |
|
|
2015
Q3 | $327K | Buy |
+5,000
| New | +$382K | ﹤0.01% | 1575 |
|
|
2015
Q2 | – | Sell |
-132,100
| Closed | -$10.6M | – | 2088 |
|
|
2015
Q1 | $10.6M | Buy |
132,100
+39,100
| +42% | +$3.25M | 0.02% | 660 |
|
|
2014
Q4 | $8.51M | Buy |
93,000
+12,500
| +16% | +$1.22M | 0.02% | 735 |
|
|
2014
Q3 | $7.97M | Sell |
80,500
-4,000
| -5% | -$424K | 0.02% | 725 |
|
|
2014
Q2 | $9.18M | Buy |
84,500
+3,500
| +4% | +$367K | 0.02% | 661 |
|
|
2014
Q1 | $8.05M | Sell |
81,000
-255,000
| -76% | -$24M | 0.02% | 645 |
|
|
2013
Q4 | $30.5M | Buy |
336,000
+94,000
| +39% | +$8.03M | 0.08% | 281 |
|
|
2013
Q3 | $20.2M | Buy |
+242,000
| New | +$20.5M | 0.06% | 387 |
|
Other funds holding CAT
VCM
VPM
HSBC Holdings's CAT Position: Q1 2026 in Review
HSBC Holdings reduced its Caterpillar (CAT) stake by 10% in Q1 2026, selling an estimated $71.8M and leaving 908,491 shares worth $642M. The position accounts for 0.34% of the portfolio, ranked #45.
HSBC Holdings first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- HSBC Holdings held 908,491 shares of Caterpillar worth $642M as of Q1 2026.
- HSBC Holdings sold 103,725 Caterpillar shares in Q1 2026, an estimated $71.8M.
- Caterpillar made up 0.34% of HSBC Holdings's portfolio in Q1 2026, its #45 holding.
- HSBC Holdings first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
- 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.