HIP
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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 		$106K Hold
100
– – ﹤0.01% 1280
2026
Q1 		$70.8K Buy
+100
New +$69.3K ﹤0.01% 1089

Other funds holding CAT

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 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. 4,068 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.
  • 4,068 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.