MMHP
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Murphy Middleton Hinkle & Parker’s Caterpillar CAT Stock Holding History

Murphy Middleton Hinkle & Parker’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 		$7.68M Hold
7,211
– – 3.12% 4
2026
Q1 		$5.11M Buy
+7,211
New +$4.99M 2.37% 12
2025
Q4 		– Sell
-7,310
Closed -$3.49M – 146
2025
Q3 		$3.49M Sell
7,310
-14
-0.2% -$5.98K 1.71% 15
2025
Q2 		$2.42M Hold
7,324
– – 1.35% 22
2025
Q1 		$2.42M Hold
7,324
– – 1.35% 22
2024
Q4 		$2.66M Sell
7,324
-456
-6% -$177K 1.5% 18
2024
Q3 		$3.04M Sell
7,780
-237
-3% -$81.8K 1.64% 19
2024
Q2 		$2.67M Sell
8,017
-330
-4% -$114K 1.55% 20
2024
Q1 		$3.06M Sell
8,347
-180
-2% -$57.5K 1.78% 15
2023
Q4 		$2.52M Sell
8,527
-27
-0.3% -$7K 1.56% 20
2023
Q3 		$2.34M Sell
8,554
-100
-1% -$27.1K 1.5% 20
2023
Q2 		$2.13M Sell
8,654
-126
-1% -$28.1K 1.33% 24
2023
Q1 		$2.01M Hold
8,780
– – 1.25% 27
2022
Q4 		$2.1M Sell
8,780
-137
-2% -$29.8K 1.32% 24
2022
Q3 		$1.46M Sell
8,917
-300
-3% -$54.8K 1.02% 32
2022
Q2 		$1.65M Hold
9,217
– – 1.07% 31
2022
Q1 		$2.05M Buy
9,217
+10
+0.1% +$2.1K 1.1% 27
2021
Q4 		$1.9M Sell
9,207
-55
-0.6% -$11.1K 1.01% 32
2021
Q3 		$1.78M Sell
9,262
-12
-0.1% -$2.5K 1.03% 34
2021
Q2 		$2.02M Sell
9,274
-11
-0.1% -$2.54K 1.13% 29
2021
Q1 		$2.15M Sell
9,285
-421
-4% -$87.2K 1.25% 25
2020
Q4 		$1.77M Sell
9,706
-150
-2% -$25.4K 1.18% 30
2020
Q3 		$1.47M Buy
9,856
+708
+8% +$99.5K 1.08% 33
2020
Q2 		$1.16M Buy
9,148
+111
+1% +$13.2K 0.85% 45
2020
Q1 		$1.05M Hold
9,037
– – 0.93% 42
2019
Q4 		$1.33M Buy
9,037
+148
+2% +$20.7K 0.89% 43
2019
Q3 		$1.12M Buy
8,889
+1
+0% +$127 0.8% 47
2019
Q2 		$1.21M Sell
8,888
-19
-0.2% -$2.51K 0.86% 42
2019
Q1 		$1.21M Buy
8,907
+1
+0% +$133 0.83% 44
2018
Q4 		$1.13M Buy
8,906
+1
+0% +$130 0.86% 43
2018
Q3 		$1.36M Hold
8,905
– – 0.96% 40
2018
Q2 		$1.21M Buy
8,905
+1
+0% +$149 0.9% 42
2018
Q1 		$1.31M Hold
8,904
– – 1.02% 34
2017
Q4 		$1.4M Buy
+8,904
New +$1.23M 1.04% 35

Other funds holding CAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
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
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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Murphy Middleton Hinkle & Parker's CAT Position: Q2 2026 in Review

Murphy Middleton Hinkle & Parker held its Caterpillar (CAT) position steady in Q2 2026 at 7,211 shares worth $7.68M. The position accounts for 3.12% of the portfolio, ranked #4.

Murphy Middleton Hinkle & Parker first reported a position in CAT in Q4 2017 and has held it in 34 quarters since. 834 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Murphy Middleton Hinkle & Parker held 7,211 shares of Caterpillar worth $7.68M as of Q2 2026.
  • Murphy Middleton Hinkle & Parker left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 3.12% of Murphy Middleton Hinkle & Parker's portfolio in Q2 2026, its #4 holding.
  • Murphy Middleton Hinkle & Parker first reported a position in Caterpillar in Q4 2017 and has held it in 34 quarters since.
  • 834 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Murphy Middleton Hinkle & Parker's 13F filing for Q2 2026, filed 14 Jul 2026.