Hughes Financial Services’s Caterpillar CAT Stock Holding History

Hughes Financial Services’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	$258K	Buy	242 +19	+9%	+$16.7K	0.03%	74
2026 Q1	$158K	Buy	223 +4	+2%	+$2.77K	0.02%	94
2025 Q4	$125K	Sell	219 -4	-2%	-$2.22K	0.02%	105
2025 Q3	$127K	Buy	223 +1	+0.5%	+$427	0.02%	101
2025 Q2	$95K	Hold	222	–	–	0.02%	114
2025 Q1	$73.4K	Buy	+222	New	+$79.1K	0.01%	129

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

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

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Hughes Financial Services's CAT Position: Q2 2026 in Review

Hughes Financial Services increased its Caterpillar (CAT) stake by 8.5% in Q2 2026, buying an estimated $16.7K and bringing the position to 242 shares worth $258K. The position accounts for 0.03% of the portfolio, ranked #74.

Hughes Financial Services first reported a position in CAT in Q1 2025 and has held it in 6 quarters since. 1,968 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Hughes Financial Services held 242 shares of Caterpillar worth $258K as of Q2 2026.
Hughes Financial Services bought 19 Caterpillar shares in Q2 2026, an estimated $16.7K.
Caterpillar made up 0.03% of Hughes Financial Services's portfolio in Q2 2026, its #74 holding.
Hughes Financial Services first reported a position in Caterpillar in Q1 2025 and has held it in 6 quarters since.
1,968 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.