HUB Investment Partners’s Caterpillar CAT Stock Holding History

HUB Investment Partners’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	$8.6M	Buy	8,080 +1,597	+25%	+$1.4M	0.15%	124
2026 Q1	$4.59M	Buy	6,483 +2,921	+82%	+$2.02M	0.11%	168
2025 Q4	$2.04M	Buy	+3,562	New	+$1.98M	0.05%	212
2025 Q3	–	Sell	-4,046	Closed	-$1.57M	–	872
2025 Q2	$1.57M	Sell	4,046 -1,211	-23%	-$404K	0.05%	211
2025 Q1	$1.73M	Buy	5,257 +1,745	+50%	+$622K	0.07%	179
2024 Q4	$1.27M	Buy	3,512 +167	+5%	+$64.8K	0.05%	189
2024 Q3	$1.31M	Sell	3,345 -280	-8%	-$96.7K	0.06%	178
2024 Q2	$1.21M	Buy	3,625 +933	+35%	+$324K	0.05%	171
2024 Q1	$986K	Buy	2,692 +244	+10%	+$78K	0.05%	183
2023 Q4	$724K	Buy	2,448 +1,016	+71%	+$264K	0.05%	190
2023 Q3	$391K	Buy	1,432 +190	+15%	+$51.5K	0.06%	167
2023 Q2	$306K	Buy	+1,242	New	+$277K	0.05%	190
2021 Q4	–	Sell	-1,116	Closed	-$214K	–	214
2021 Q3	$214K	Sell	1,116 -395	-26%	-$82.3K	0.05%	208
2021 Q2	$329K	Sell	1,511 -32	-2%	-$7.39K	0.09%	151
2021 Q1	$358K	Buy	+1,543	New	+$319K	0.11%	146

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HUB Investment Partners's CAT Position: Q2 2026 in Review

HUB Investment Partners increased its Caterpillar (CAT) stake by 25% in Q2 2026, buying an estimated $1.4M and bringing the position to 8,080 shares worth $8.6M. The position accounts for 0.15% of the portfolio, ranked #124.

HUB Investment Partners first reported a position in CAT in Q1 2021 and has held it in 15 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

HUB Investment Partners held 8,080 shares of Caterpillar worth $8.6M as of Q2 2026.
HUB Investment Partners bought 1,597 Caterpillar shares in Q2 2026, an estimated $1.4M.
Caterpillar made up 0.15% of HUB Investment Partners's portfolio in Q2 2026, its #124 holding.
HUB Investment Partners first reported a position in Caterpillar in Q1 2021 and has held it in 15 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.