SEC 13F Intelligence

Fox Hill Wealth Management / CAT

Fox Hill Wealth Management’s Caterpillar Inc Position

Does Fox Hill Wealth Management own Caterpillar Inc (CAT)? Yes — 5.1K shares worth $4M (+1.75% of its 13F portfolio) as of Q1 2026, up from 4.0K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
5.1K
% of Portfolio
+1.75%
Quarters Held
9
currently held

Position History CAT

Reported value by quarter
Q1 ’24: $845,726Q1 ’24Q2 ’24: $2MQ3 ’24: $3MQ3 ’24Q4 ’24: $454,614Q1 ’25: $1MQ1 ’25Q2 ’25: $1MQ3 ’25: $2MQ3 ’25Q4 ’25: $2MQ1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.1K$4M+1.75%
Q4 20254.0K$2M+1.07%
Q3 20253.5K$2M+0.79%
Q2 20253.3K$1M+0.65%
Q1 20253.2K$1M+0.62%
Q4 20241.3K$454,614+0.26%
Q3 20247.1K$3M+1.52%
Q2 20247.2K$2M+1.46%
Q1 20242.3K$845,726+0.57%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Fox Hill Wealth Management’s full portfolio or all institutional holders of CAT.