HVIA
CAT icon

Hudson Valley Investment Advisors’s Caterpillar CAT Stock Holding History

Hudson Valley 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
Q2 		$1.23M Sell
1,154
-100
-8% -$87.8K 0.15% 94
2026
Q1 		$888K Sell
1,254
-175
-12% -$121K 0.12% 100
2025
Q4 		$819K Sell
1,429
-1,200
-46% -$667K 0.09% 106
2025
Q3 		$1.25M Sell
2,629
-5
-0.2% -$2.13K 0.13% 100
2025
Q2 		$1.02M Hold
2,634
– – 0.11% 101
2025
Q1 		$869K Sell
2,634
-10
-0.4% -$3.56K 0.1% 101
2024
Q4 		$959K Buy
2,644
+35
+1% +$13.6K 0.11% 100
2024
Q3 		$1.02M Sell
2,609
-552
-17% -$191K 0.11% 100
2024
Q2 		$924K Buy
3,161
+552
+21% +$191K 0.12% 100
2024
Q1 		$956K Sell
2,609
-552
-17% -$176K 0.11% 99
2023
Q4 		$924K Buy
3,161
+250
+9% +$64.9K 0.13% 100
2023
Q3 		$795K Sell
2,911
-503
-15% -$136K 0.11% 112
2023
Q2 		$840K Sell
3,414
-179
-5% -$39.9K 0.11% 117
2023
Q1 		$822K Buy
3,593
+17
+0.5% +$4.11K 0.11% 122
2022
Q4 		$857K Sell
3,576
-105
-3% -$22.9K 0.13% 116
2022
Q3 		$604K Sell
3,681
-175
-5% -$32K 0.1% 129
2022
Q2 		$689K Sell
3,856
-100
-3% -$21.1K 0.11% 121
2022
Q1 		$881K Sell
3,956
-50
-1% -$10.5K 0.12% 117
2021
Q4 		$828K Sell
4,006
-126
-3% -$25.4K 0.13% 100
2021
Q3 		$793K Buy
4,132
+186
+5% +$38.7K 0.14% 101
2021
Q2 		$859K Sell
3,946
-133
-3% -$30.7K 0.15% 99
2021
Q1 		$946K Buy
4,079
+15
+0.4% +$3.1K 0.17% 97
2020
Q4 		$740K Sell
4,064
-65
-2% -$11K 0.14% 100
2020
Q3 		$616K Sell
4,129
-25
-0.6% -$3.51K 0.13% 101
2020
Q2 		$525K Sell
4,154
-200
-5% -$23.7K 0.12% 103
2020
Q1 		$505K Sell
4,354
-10
-0.2% -$1.28K 0.14% 98
2019
Q4 		$644K Buy
4,364
+100
+2% +$14K 0.14% 102
2019
Q3 		$539K Sell
4,264
-155
-4% -$19.7K 0.12% 106
2019
Q2 		$602K Hold
4,419
– – 0.14% 108
2019
Q1 		$599K Sell
4,419
-590
-12% -$78.4K 0.15% 101
2018
Q4 		$636K Buy
5,009
+25
+0.5% +$3.25K 0.15% 102
2018
Q3 		$760K Sell
4,984
-500
-9% -$70.7K 0.18% 98
2018
Q2 		$744K Sell
5,484
-70
-1% -$10.5K 0.18% 96
2018
Q1 		$819K Buy
5,554
+315
+6% +$49.7K 0.21% 92
2017
Q4 		$826K Hold
5,239
– – 0.2% 93
2017
Q3 		$653K Sell
5,239
-150
-3% -$17.3K 0.17% 105
2017
Q2 		$579K Hold
5,389
– – 0.16% 105
2017
Q1 		$500K Hold
5,389
– – 0.14% 110
2016
Q4 		$500K Sell
5,389
-100
-2% -$9.06K 0.15% 109
2016
Q3 		$487K Buy
5,489
+175
+3% +$14.3K 0.15% 106
2016
Q2 		$403K Sell
5,314
-350
-6% -$26.2K 0.13% 111
2016
Q1 		$434K Sell
5,664
-250
-4% -$16.8K 0.14% 107
2015
Q4 		$402K Sell
5,914
-380
-6% -$26.6K 0.13% 118
2015
Q3 		$411K Sell
6,294
-6,128
-49% -$469K 0.13% 114
2015
Q2 		$1.05M Sell
12,422
-1,070
-8% -$92K 0.33% 71
2015
Q1 		$1.08M Buy
13,492
+2,060
+18% +$171K 0.37% 67
2014
Q4 		$1.05M Buy
11,432
+543
+5% +$52.9K 0.43% 61
2014
Q3 		$1.08M Buy
10,889
+685
+7% +$72.6K 0.46% 56
2014
Q2 		$1.11M Sell
10,204
-1,216
-11% -$128K 0.48% 55
2014
Q1 		$1.14M Buy
11,420
+450
+4% +$42.4K 0.49% 54
2013
Q4 		$996K Buy
10,970
+2,100
+24% +$179K 0.44% 57
2013
Q3 		$740K Buy
8,870
+4,675
+111% +$395K 0.36% 60
2013
Q2 		$346K Buy
+4,195
New +$357K 0.17% 93

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Hudson Valley Investment Advisors's CAT Position: Q2 2026 in Review

Hudson Valley Investment Advisors reduced its Caterpillar (CAT) stake by 8% in Q2 2026, selling an estimated $87.8K and leaving 1,154 shares worth $1.23M. The position accounts for 0.15% of the portfolio, ranked #94.

Hudson Valley Investment Advisors first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.25M in Q3 2025. 1,994 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Hudson Valley Investment Advisors held 1,154 shares of Caterpillar worth $1.23M as of Q2 2026.
  • Hudson Valley Investment Advisors sold 100 Caterpillar shares in Q2 2026, an estimated $87.8K.
  • Caterpillar made up 0.15% of Hudson Valley Investment Advisors's portfolio in Q2 2026, its #94 holding.
  • Hudson Valley Investment Advisors first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
  • Hudson Valley Investment Advisors's Caterpillar position peaked at $1.25M in Q3 2025.
  • 1,994 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.