Taylor Hoffman Capital Management
CAT icon

Taylor Hoffman Capital Management’s Caterpillar CAT Stock Holding History

Taylor Hoffman Capital Management’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
Q3 		$1.31M Sell
1,615
-11
-0.7% -$9.33K 0.33% 52
2026
Q2 		$1.73M Sell
1,626
-25
-2% -$22K 0.42% 49
2026
Q1 		$1.17M Sell
1,651
-29
-2% -$20.1K 0.36% 56
2025
Q4 		$962K Sell
1,680
-11
-0.7% -$6.11K 0.29% 61
2025
Q3 		$807K Sell
1,691
-20
-1% -$8.54K 0.25% 62
2025
Q2 		$664K Hold
1,711
– – 0.23% 66
2025
Q1 		$566K Hold
1,711
– – 0.21% 70
2024
Q4 		$621K Hold
1,711
– – 0.23% 65
2024
Q3 		$644K Buy
+1,711
New +$591K 0.25% 62

Other funds holding CAT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Taylor Hoffman Capital Management's CAT Position: Q3 2026 in Review

Taylor Hoffman Capital Management reduced its Caterpillar (CAT) stake by 0.68% in Q3 2026, selling an estimated $9.33K and leaving 1,615 shares worth $1.31M. The position accounts for 0.33% of the portfolio, ranked #52.

Taylor Hoffman Capital Management first reported a position in CAT in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.73M in Q2 2026. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Taylor Hoffman Capital Management held 1,615 shares of Caterpillar worth $1.31M as of Q3 2026.
  • Taylor Hoffman Capital Management sold 11 Caterpillar shares in Q3 2026, an estimated $9.33K.
  • Caterpillar made up 0.33% of Taylor Hoffman Capital Management's portfolio in Q3 2026, its #52 holding.
  • Taylor Hoffman Capital Management first reported a position in Caterpillar in Q3 2024 and has held it in 9 quarters since.
  • Taylor Hoffman Capital Management's Caterpillar position peaked at $1.73M in Q2 2026.
  • 3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Taylor Hoffman Capital Management's 13F filing for Q3 2026, filed 10 Nov 2026.