Hutchinson Capital Management’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$964K Sell
905
-27
-3% -$23.7K 0.17% 58
2026
Q1
$660K Sell
932
-53
-5% -$36.7K 0.12% 58
2025
Q4
$564K Sell
985
-31
-3% -$17.2K 0.1% 62
2025
Q3
$485K Hold
1,016
0.08% 66
2025
Q2
$394K Sell
1,016
-1
-0.1% -$333 0.07% 68
2025
Q1
$335K Hold
1,017
0.06% 72
2024
Q4
$369K Hold
1,017
0.07% 71
2024
Q3
$398K Hold
1,017
0.08% 69
2024
Q2
$339K Sell
1,017
-4
-0.4% -$1.39K 0.07% 70
2024
Q1
$374K Buy
1,021
+4
+0.4% +$1.28K 0.08% 62
2023
Q4
$301K Sell
1,017
-182
-15% -$47.2K 0.07% 70
2023
Q3
$327K Sell
1,199
-4
-0.3% -$1.08K 0.08% 66
2023
Q2
$296K Buy
1,203
+1
+0.1% +$223 0.07% 68
2023
Q1
$275K Buy
1,202
+7
+0.6% +$1.69K 0.07% 63
2022
Q4
$286K Sell
1,195
-501
-30% -$109K 0.07% 63
2022
Q3
$278K Sell
1,696
-30
-2% -$5.48K 0.08% 65
2022
Q2
$309K Hold
1,726
0.08% 65
2022
Q1
$385K Buy
1,726
+10
+0.6% +$2.1K 0.09% 58
2021
Q4
$355K Buy
1,716
+8
+0.5% +$1.61K 0.08% 60
2021
Q3
$328K Hold
1,708
0.08% 57
2021
Q2
$372K Buy
1,708
+40
+2% +$9.24K 0.09% 54
2021
Q1
$387K Hold
1,668
0.1% 53
2020
Q4
$304K Sell
1,668
-133
-7% -$22.6K 0.08% 60
2020
Q3
$269K Hold
1,801
0.08% 60
2020
Q2
$228K Buy
1,801
+34
+2% +$4.03K 0.07% 61
2020
Q1
$205K Buy
1,767
+266
+18% +$34K 0.07% 62
2019
Q4
$222K Buy
+1,501
New +$209K 0.06% 65
2019
Q3
Sell
-1,570
Closed -$214K 69
2019
Q2
$214K Sell
1,570
-50
-3% -$6.61K 0.06% 61
2019
Q1
$219K Sell
1,620
-50
-3% -$6.64K 0.07% 55
2018
Q4
$212K Buy
+1,670
New +$217K 0.07% 53
2015
Q2
Sell
-2,583
Closed -$207K 55
2015
Q1
$207K Hold
2,583
0.06% 55
2014
Q4
$236K Sell
2,583
-7
-0.3% -$681 0.07% 59
2014
Q3
$256K Buy
2,590
+25
+1% +$2.65K 0.08% 54
2014
Q2
$279K Hold
2,565
0.08% 52
2014
Q1
$255K Hold
2,565
0.08% 50
2013
Q4
$233K Hold
2,565
0.07% 54
2013
Q3
$214K Hold
2,565
0.07% 56
2013
Q2
$212K Buy
+2,565
New +$218K 0.07% 54

Other funds holding CAT

Hutchinson Capital Management's CAT Position: Q2 2026 in Review

Hutchinson Capital Management reduced its Caterpillar (CAT) stake by 2.9% in Q2 2026, selling an estimated $23.7K and leaving 905 shares worth $964K. The position accounts for 0.17% of the portfolio, ranked #58.

Hutchinson Capital Management first reported a position in CAT in Q2 2013 and has held it in 38 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Hutchinson Capital Management held 905 shares of Caterpillar worth $964K as of Q2 2026.
  • Hutchinson Capital Management sold 27 Caterpillar shares in Q2 2026, an estimated $23.7K.
  • Caterpillar made up 0.17% of Hutchinson Capital Management's portfolio in Q2 2026, its #58 holding.
  • Hutchinson Capital Management first reported a position in Caterpillar in Q2 2013 and has held it in 38 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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