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 | $140K | Sell |
200
-8,000
| -98% | -$5.54M | ﹤0.01% | 2699 |
|
|
2025
Q4 | $4.71M | Buy |
8,200
+7,000
| +583% | +$3.89M | ﹤0.01% | 1234 |
|
|
2025
Q3 | $567K | Sell |
1,200
-8,000
| -87% | -$3.42M | ﹤0.01% | 2039 |
|
|
2025
Q2 | $3.57M | Buy |
9,200
+3,400
| +59% | +$1.13M | ﹤0.01% | 1276 |
|
|
2025
Q1 | $1.9M | Sell |
5,800
-30,500
| -84% | -$10.9M | ﹤0.01% | 1473 |
|
|
2024
Q4 | $13.2M | Buy |
36,300
+13,300
| +58% | +$5.16M | 0.01% | 841 |
|
|
2024
Q3 | $9M | Hold |
23,000
| – | – | 0.01% | 950 |
|
|
2024
Q2 | $7.62M | Hold |
23,000
| – | – | ﹤0.01% | 936 |
|
|
2024
Q1 | $8.43M | Buy |
23,000
+7,900
| +52% | +$2.52M | 0.01% | 937 |
|
|
2023
Q4 | $4.46M | Buy |
+15,100
| New | +$3.92M | ﹤0.01% | 1193 |
|
|
2023
Q1 | – | Sell |
-59,600
| Closed | -$14.2M | – | 2716 |
|
|
2022
Q4 | $14.2M | Sell |
59,600
-7,400
| -11% | -$1.61M | 0.02% | 785 |
|
|
2022
Q3 | $11.1M | Buy |
+67,000
| New | +$12.2M | 0.02% | 814 |
|
|
2021
Q3 | – | Sell |
-5,800
| Closed | -$1.26M | – | 2995 |
|
|
2021
Q2 | $1.26M | Sell |
5,800
-89,500
| -94% | -$20.7M | ﹤0.01% | 1657 |
|
|
2021
Q1 | $22.1M | Buy |
95,300
+80,800
| +557% | +$16.7M | 0.03% | 556 |
|
|
2020
Q4 | $2.62M | Sell |
14,500
-114,900
| -89% | -$19.5M | ﹤0.01% | 1242 |
|
|
2020
Q3 | $19.4M | Buy |
+129,400
| New | +$18.2M | 0.03% | 479 |
|
|
2019
Q4 | – | Sell |
-305,000
| Closed | -$38.5M | – | 3049 |
|
|
2019
Q3 | $38.5M | Buy |
305,000
+161,000
| +112% | +$20.5M | 0.07% | 296 |
|
|
2019
Q2 | $19.6M | Sell |
144,000
-84,800
| -37% | -$11.2M | 0.04% | 506 |
|
|
2019
Q1 | $31M | Sell |
228,800
-19,300
| -8% | -$2.56M | 0.06% | 345 |
|
|
2018
Q4 | $31.5M | Buy |
248,100
+19,300
| +8% | +$2.51M | 0.06% | 335 |
|
|
2018
Q3 | $34.9M | Buy |
228,800
+87,700
| +62% | +$12.4M | 0.06% | 356 |
|
|
2018
Q2 | $19.1M | Sell |
141,100
-119,300
| -46% | -$17.8M | 0.03% | 514 |
|
|
2018
Q1 | $38.4M | Buy |
260,400
+238,900
| +1,111% | +$37.7M | 0.06% | 318 |
|
|
2017
Q4 | $3.39M | Sell |
21,500
-338,200
| -94% | -$46.9M | ﹤0.01% | 961 |
|
|
2017
Q3 | $44.9M | Sell |
359,700
-22,300
| -6% | -$2.57M | 0.07% | 258 |
|
|
2017
Q2 | $41M | Buy |
382,000
+207,100
| +118% | +$21M | 0.08% | 260 |
|
|
2017
Q1 | $16.2M | Buy |
174,900
+15,900
| +10% | +$1.51M | 0.03% | 536 |
|
|
2016
Q4 | $14.7M | Buy |
159,000
+37,300
| +31% | +$3.38M | 0.03% | 580 |
|
|
2016
Q3 | $10.8M | Sell |
121,700
-117,600
| -49% | -$9.62M | 0.03% | 649 |
|
|
2016
Q2 | $18.1M | Sell |
239,300
-15,700
| -6% | -$1.18M | 0.05% | 451 |
|
|
2016
Q1 | $19.5M | Buy |
255,000
+77,500
| +44% | +$5.2M | 0.06% | 417 |
|
|
2015
Q4 | $12.1M | Buy |
177,500
+168,900
| +1,964% | +$11.8M | 0.03% | 618 |
|
|
2015
Q3 | $562K | Buy |
+8,600
| New | +$658K | ﹤0.01% | 1363 |
|
|
2015
Q2 | – | Sell |
-157,700
| Closed | -$12.6M | – | 2089 |
|
|
2015
Q1 | $12.6M | Buy |
157,700
+78,500
| +99% | +$6.52M | 0.02% | 592 |
|
|
2014
Q4 | $7.25M | Buy |
79,200
+7,500
| +10% | +$730K | 0.02% | 784 |
|
|
2014
Q3 | $7.1M | Buy |
71,700
+45,000
| +169% | +$4.77M | 0.01% | 757 |
|
|
2014
Q2 | $2.9M | Sell |
26,700
-555,700
| -95% | -$58.3M | 0.01% | 1013 |
|
|
2014
Q1 | $57.9M | Buy |
582,400
+339,600
| +140% | +$32M | 0.14% | 146 |
|
|
2013
Q4 | $22M | Sell |
242,800
-23,000
| -9% | -$1.96M | 0.06% | 383 |
|
|
2013
Q3 | $22.2M | Buy |
+265,800
| New | +$22.5M | 0.06% | 358 |
|
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.