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HURRICANE CAPITAL ADVISORS LLC’s Caterpillar CAT Stock Holding History

HURRICANE CAPITAL ADVISORS LLC’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 		$532K Sell
500
-702
-58% -$617K 0.13% 154
2026
Q1 		$852K Buy
1,202
+1,050
+691% +$727K 0.27% 82
2025
Q4 		$87.1K Sell
152
-6,296
-98% -$3.5M 0.03% 440
2025
Q3 		$3.08M Sell
6,448
-6,962
-52% -$2.97M 0.76% 18
2025
Q2 		$5.21M Buy
13,410
+13,000
+3,171% +$4.33M 1.25% 18
2025
Q1 		$135K Sell
410
-4,100
-91% -$1.46M 0.05% 271
2024
Q4 		$1.64M Buy
4,510
+4,100
+1,000% +$1.59M 0.47% 41
2024
Q3 		$160K Hold
410
– – 0.06% 251
2024
Q2 		$137K Sell
410
-4,100
-91% -$1.42M 0.05% 255
2024
Q1 		$1.65M Buy
4,510
+1,100
+32% +$352K 0.46% 33
2023
Q4 		$1.01M Buy
+3,410
New +$885K 0.39% 41

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

HURRICANE CAPITAL ADVISORS LLC's CAT Position: Q2 2026 in Review

HURRICANE CAPITAL ADVISORS LLC reduced its Caterpillar (CAT) stake by 58% in Q2 2026, selling an estimated $617K and leaving 500 shares worth $532K. The position accounts for 0.13% of the portfolio, ranked #154.

HURRICANE CAPITAL ADVISORS LLC first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.21M in Q2 2025. 4,082 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • HURRICANE CAPITAL ADVISORS LLC held 500 shares of Caterpillar worth $532K as of Q2 2026.
  • HURRICANE CAPITAL ADVISORS LLC sold 702 Caterpillar shares in Q2 2026, an estimated $617K.
  • Caterpillar made up 0.13% of HURRICANE CAPITAL ADVISORS LLC's portfolio in Q2 2026, its #154 holding.
  • HURRICANE CAPITAL ADVISORS LLC first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • HURRICANE CAPITAL ADVISORS LLC's Caterpillar position peaked at $5.21M in Q2 2025.
  • 4,082 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on HURRICANE CAPITAL ADVISORS LLC's 13F filing for Q2 2026, filed 3 Nov 2026.