Hudson Capital Management’s Caterpillar CAT Stock Holding History

Hudson Capital Management’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	$10.6M	Sell	9,942 -752	-7%	-$661K	2.56%	7
2026 Q1	$7.58M	Sell	10,694 -1,091	-9%	-$756K	1.96%	12
2025 Q4	$6.75M	Sell	11,785 -500	-4%	-$278K	1.69%	17
2025 Q3	$5.86M	Buy	12,285 +253	+2%	+$108K	1.56%	27
2025 Q2	$4.67M	Buy	12,032 +485	+4%	+$162K	1.33%	33
2025 Q1	$3.81M	Buy	11,547 +652	+6%	+$232K	1.16%	41
2024 Q4	$3.95M	Buy	10,895 +66	+0.6%	+$25.6K	1.23%	37
2024 Q3	$4.24M	Buy	10,829 +479	+5%	+$165K	1.35%	39
2024 Q2	$3.45M	Buy	+10,350	New	+$3.59M	1.16%	42

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Hudson Capital Management's CAT Position: Q2 2026 in Review

Hudson Capital Management reduced its Caterpillar (CAT) stake by 7% in Q2 2026, selling an estimated $661K and leaving 9,942 shares worth $10.6M. The position accounts for 2.56% of the portfolio, ranked #7.

Hudson Capital Management first reported a position in CAT in Q2 2024 and has held it in 9 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Hudson Capital Management held 9,942 shares of Caterpillar worth $10.6M as of Q2 2026.
Hudson Capital Management sold 752 Caterpillar shares in Q2 2026, an estimated $661K.
Caterpillar made up 2.56% of Hudson Capital Management's portfolio in Q2 2026, its #7 holding.
Hudson Capital Management first reported a position in Caterpillar in Q2 2024 and has held it in 9 quarters since.
736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Hudson Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.