HTG Investment Advisors’s Caterpillar CAT Stock Holding History

HTG Investment Advisors’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	$320K	Hold	300	–	–	0.08%	71
2026 Q1	$213K	Buy	+300	New	+$208K	0.06%	81
2025 Q3	–	Sell	-900	Closed	-$349K	–	76
2025 Q2	$349K	Hold	900	–	–	0.13%	51
2025 Q1	$297K	Hold	900	–	–	0.12%	54
2024 Q4	$327K	Hold	900	–	–	0.15%	52
2024 Q3	$352K	Hold	900	–	–	0.17%	49
2024 Q2	$300K	Sell	900 -14	-2%	-$4.85K	0.16%	49
2024 Q1	$335K	Hold	914	–	–	0.19%	48
2023 Q4	$270K	Buy	914 +4	+0.4%	+$1.04K	0.18%	51
2023 Q3	$248K	Sell	910 -15	-2%	-$4.07K	0.2%	47
2023 Q2	$228K	Buy	925 +50	+6%	+$11.1K	0.19%	50
2023 Q1	$200K	Sell	875 -31	-3%	-$7.49K	0.18%	51
2022 Q4	$217K	Buy	+906	New	+$197K	0.22%	49

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

HTG Investment Advisors's CAT Position: Q2 2026 in Review

HTG Investment Advisors held its Caterpillar (CAT) position steady in Q2 2026 at 300 shares worth $320K. The position accounts for 0.08% of the portfolio, ranked #71.

HTG Investment Advisors first reported a position in CAT in Q4 2022 and has held it in 13 quarters since. The position peaked at $352K in Q3 2024. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

HTG Investment Advisors held 300 shares of Caterpillar worth $320K as of Q2 2026.
HTG Investment Advisors left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.08% of HTG Investment Advisors's portfolio in Q2 2026, its #71 holding.
HTG Investment Advisors first reported a position in Caterpillar in Q4 2022 and has held it in 13 quarters since.
HTG Investment Advisors's Caterpillar position peaked at $352K in Q3 2024.
4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on HTG Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.