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Hunter Associates Investment Management’s Caterpillar CAT Stock Holding History

Hunter Associates Investment 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 		$2.42M Buy
2,272
+14
+0.6% +$12.3K 0.28% 82
2026
Q1 		$1.6M Buy
2,258
+12
+0.5% +$8.31K 0.21% 106
2025
Q4 		$1.29M Sell
2,246
-55
-2% -$30.6K 0.17% 112
2025
Q3 		$1.1M Hold
2,301
– – 0.15% 122
2025
Q2 		$894K Buy
2,301
+1
+0% +$333 0.13% 135
2025
Q1 		$759K Sell
2,300
-5
-0.2% -$1.78K 0.12% 148
2024
Q4 		$838K Hold
2,305
– – 0.13% 141
2024
Q3 		$901K Sell
2,305
-123
-5% -$42.5K 0.14% 141
2024
Q2 		$811K Buy
2,428
+1
+0% +$347 0.14% 140
2024
Q1 		$887K Buy
2,427
+1
+0% +$320 0.15% 132
2023
Q4 		$720K Sell
2,426
-1
-0% -$259 0.13% 142
2023
Q3 		$662K Hold
2,427
– – 0.13% 137
2023
Q2 		$596K Buy
2,427
+27
+1% +$6.02K 0.12% 154
2023
Q1 		$549K Buy
2,400
+1
+0% +$242 0.12% 144
2022
Q4 		$575K Buy
2,399
+1
+0% +$218 0.14% 125
2022
Q3 		$394K Buy
2,398
+321
+15% +$58.6K 0.1% 147
2022
Q2 		$371K Buy
+2,077
New +$438K 0.09% 156
2021
Q2 		– Sell
-1,904
Closed -$441K – 146
2021
Q1 		$441K Hold
1,904
– – 0.1% 138
2020
Q4 		$347K Buy
+1,904
New +$323K 0.09% 141

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

Hunter Associates Investment Management's CAT Position: Q2 2026 in Review

Hunter Associates Investment Management increased its Caterpillar (CAT) stake by 0.62% in Q2 2026, buying an estimated $12.3K and bringing the position to 2,272 shares worth $2.42M. The position accounts for 0.28% of the portfolio, ranked #82.

Hunter Associates Investment Management first reported a position in CAT in Q4 2020 and has held it in 19 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Hunter Associates Investment Management held 2,272 shares of Caterpillar worth $2.42M as of Q2 2026.
  • Hunter Associates Investment Management bought 14 Caterpillar shares in Q2 2026, an estimated $12.3K.
  • Caterpillar made up 0.28% of Hunter Associates Investment Management's portfolio in Q2 2026, its #82 holding.
  • Hunter Associates Investment Management first reported a position in Caterpillar in Q4 2020 and has held it in 19 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Hunter Associates Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.