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
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 $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HUB Investment Partners's CAT Position: Q1 2026 in Review

HUB Investment Partners increased its Caterpillar (CAT) stake by 82% in Q1 2026, buying an estimated $2.02M and bringing the position to 6,483 shares worth $4.59M. The position accounts for 0.11% of the portfolio, ranked #168.

HUB Investment Partners first reported a position in CAT in Q1 2021 and has held it in 14 quarters since. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • HUB Investment Partners held 6,483 shares of Caterpillar worth $4.59M as of Q1 2026.
  • HUB Investment Partners bought 2,921 Caterpillar shares in Q1 2026, an estimated $2.02M.
  • Caterpillar made up 0.11% of HUB Investment Partners's portfolio in Q1 2026, its #168 holding.
  • HUB Investment Partners first reported a position in Caterpillar in Q1 2021 and has held it in 14 quarters since.
  • 3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.