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Hutchens & Kramer Investment Management Group’s Caterpillar CAT Stock Holding History

Hutchens & Kramer Investment Management Group’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
Q1 		– Sell
-640
Closed -$367K – 158
2025
Q4 		$367K Sell
640
-244
-28% -$136K 0.13% 105
2025
Q3 		$422K Sell
884
-34
-4% -$14.5K 0.17% 86
2025
Q2 		$359K Sell
918
-10
-1% -$3.33K 0.16% 94
2025
Q1 		$306K Sell
928
-45
-5% -$16K 0.17% 102
2024
Q4 		$353K Sell
973
-142
-13% -$55.1K 0.19% 91
2024
Q3 		$438K Buy
1,115
+104
+10% +$35.9K 0.24% 74
2024
Q2 		$333K Sell
1,011
-44
-4% -$15.3K 0.18% 90
2024
Q1 		$384K Buy
1,055
+194
+23% +$62K 0.23% 74
2023
Q4 		$255K Buy
+861
New +$223K 0.18% 100

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hutchens & Kramer Investment Management Group's CAT Position: Q1 2026 in Review

Hutchens & Kramer Investment Management Group sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 640 shares — an estimated $367K sold.

Hutchens & Kramer Investment Management Group first reported a position in CAT in Q4 2023 and held it in 9 quarters. The position peaked at $438K in Q3 2024. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Hutchens & Kramer Investment Management Group reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
  • Hutchens & Kramer Investment Management Group sold 640 Caterpillar shares in Q1 2026, an estimated $367K.
  • Hutchens & Kramer Investment Management Group first reported a position in Caterpillar in Q4 2023 and held it in 9 quarters.
  • Hutchens & Kramer Investment Management Group's Caterpillar position peaked at $438K in Q3 2024.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q1 2026, filed 15 Apr 2026.