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Hurley Capital’s Caterpillar CAT Stock Holding History

Hurley Capital’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 		$360K Buy
338
+1
+0.3% +$878 0.19% 74
2026
Q1 		$239K Hold
337
– – 0.13% 79
2025
Q4 		$193K Buy
337
+1
+0.3% +$556 0.11% 81
2025
Q3 		$160K Buy
336
+78
+30% +$33.3K 0.09% 102
2025
Q2 		$100K Buy
258
+1
+0.4% +$333 0.07% 110
2025
Q1 		$84.8K Buy
257
+1
+0.4% +$356 0.06% 130
2024
Q4 		$93.9K Buy
+256
New +$99.3K 0.08% 97

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Hurley Capital's CAT Position: Q2 2026 in Review

Hurley Capital increased its Caterpillar (CAT) stake by 0.3% in Q2 2026, buying an estimated $878 and bringing the position to 338 shares worth $360K. The position accounts for 0.19% of the portfolio, ranked #74.

Hurley Capital first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 4,058 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Hurley Capital held 338 shares of Caterpillar worth $360K as of Q2 2026.
  • Hurley Capital bought 1 Caterpillar share in Q2 2026, an estimated $878.
  • Caterpillar made up 0.19% of Hurley Capital's portfolio in Q2 2026, its #74 holding.
  • Hurley Capital first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 4,058 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Hurley Capital's 13F filing for Q2 2026, filed 10 Aug 2026.