HWG Holdings’s Caterpillar CAT Stock Holding History

HWG Holdings’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	$10.6M	Buy	9,989 +5,946	+147%	+$5.22M	2.41%	13
2026 Q1	$2.86M	Buy	+4,043	New	+$2.8M	0.74%	28
2025 Q2	–	Sell	-150	Closed	-$49.5K	–	62
2025 Q1	$49.5K	Buy	+150	New	+$53.4K	0.02%	74
2024 Q3	–	Sell	-163	Closed	-$54.1K	–	61
2024 Q2	$54.1K	Buy	+163	New	+$56.5K	0.02%	54
2023 Q4	$47.9K	Hold	162	–	–	0.02%	64
2023 Q3	$44.2K	Hold	162	–	–	0.02%	64
2023 Q2	$39.9K	Buy	162 +140	+636%	+$31.2K	0.02%	74
2023 Q1	$5.03K	Hold	22	–	–	﹤0.01%	90
2022 Q4	$5K	Hold	22	–	–	﹤0.01%	89
2022 Q3	$4K	Buy	+22	New	+$4.02K	﹤0.01%	89
2022 Q1	$765K	Buy	3,434 +3,422	+28,517%	+$718K	0.38%	43
2021 Q4	$2K	Buy	+12	New	+$2.42K	﹤0.01%	120
2021 Q2	$3K	Sell	12 -6,004	-100%	-$1.39M	﹤0.01%	117
2021 Q1	$1.4M	Sell	6,016 -230	-4%	-$47.6K	0.69%	27
2020 Q4	$1.14M	Buy	+6,246	New	+$1.06M	0.58%	39
2018 Q4	–	Sell	-12,828	Closed	-$1.96M	–	91
2018 Q3	$1.96M	Buy	+12,828	New	+$1.81M	1.32%	26
2018 Q1	–	Sell	-4,072	Closed	-$642K	–	89
2017 Q4	$642K	Buy	+4,072	New	+$565K	0.54%	42

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

HWG Holdings's CAT Position: Q2 2026 in Review

HWG Holdings increased its Caterpillar (CAT) stake by 147% in Q2 2026, buying an estimated $5.22M and bringing the position to 9,989 shares worth $10.6M. The position accounts for 2.41% of the portfolio, ranked #13.

HWG Holdings first reported a position in CAT in Q4 2017 and has held it in 17 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

HWG Holdings held 9,989 shares of Caterpillar worth $10.6M as of Q2 2026.
HWG Holdings bought 5,946 Caterpillar shares in Q2 2026, an estimated $5.22M.
Caterpillar made up 2.41% of HWG Holdings's portfolio in Q2 2026, its #13 holding.
HWG Holdings first reported a position in Caterpillar in Q4 2017 and has held it in 17 quarters since.
736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on HWG Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.