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 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 $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HTG Investment Advisors's CAT Position: Q1 2026 in Review

HTG Investment Advisors opened a new position in Caterpillar (CAT) in Q1 2026: 300 shares worth $213K. The stake represents 0.06% of the portfolio and ranks #81 among its holdings. This is a return to the name: HTG Investment Advisors previously reported a position in CAT as recently as Q2 2025.

HTG Investment Advisors first reported a position in CAT in Q4 2022 and has held it in 12 quarters since. The position peaked at $352K in Q3 2024. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

HTG Investment Advisors held 300 shares of Caterpillar worth $213K as of Q1 2026.
Caterpillar was a new HTG Investment Advisors position in Q1 2026.
Caterpillar made up 0.06% of HTG Investment Advisors's portfolio in Q1 2026, its #81 holding.
HTG Investment Advisors first reported a position in Caterpillar in Q4 2022 and has held it in 12 quarters since.
HTG Investment Advisors's Caterpillar position peaked at $352K in Q3 2024.
3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on HTG Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.