Bank of New Hampshire’s Caterpillar CAT Stock Holding History

Bank of New Hampshire’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	$663K	Hold	623	–	–	0.14%	126
2026 Q1	$441K	Hold	623	–	–	0.1%	140
2025 Q4	$357K	Buy	623 +290	+87%	+$161K	0.08%	157
2025 Q3	$159K	Hold	333	–	–	0.04%	203
2025 Q2	$129K	Sell	333 -95	-22%	-$31.7K	0.03%	222
2025 Q1	$141K	Hold	428	–	–	0.04%	209
2024 Q4	$155K	Hold	428	–	–	0.04%	201
2024 Q3	$167K	Hold	428	–	–	0.04%	202
2024 Q2	$143K	Hold	428	–	–	0.04%	211
2024 Q1	$157K	Hold	428	–	–	0.04%	214
2023 Q4	$127K	Hold	428	–	–	0.04%	233
2023 Q3	$117K	Hold	428	–	–	0.04%	235
2023 Q2	$105K	Hold	428	–	–	0.03%	247
2023 Q1	$97.9K	Hold	428	–	–	0.03%	250
2022 Q4	$103K	Hold	428	–	–	0.03%	251
2022 Q3	$70K	Sell	428 -50	-10%	-$9.13K	0.02%	282
2022 Q2	$85K	Hold	478	–	–	0.02%	269
2022 Q1	$107K	Buy	+478	New	+$100K	0.03%	264

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New Hampshire's CAT Position: Q2 2026 in Review

Bank of New Hampshire held its Caterpillar (CAT) position steady in Q2 2026 at 623 shares worth $663K. The position accounts for 0.14% of the portfolio, ranked #126.

Bank of New Hampshire first reported a position in CAT in Q1 2022 and has held it in 18 quarters since. 2,716 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Bank of New Hampshire held 623 shares of Caterpillar worth $663K as of Q2 2026.
Bank of New Hampshire left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.14% of Bank of New Hampshire's portfolio in Q2 2026, its #126 holding.
Bank of New Hampshire first reported a position in Caterpillar in Q1 2022 and has held it in 18 quarters since.
2,716 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Bank of New Hampshire's 13F filing for Q2 2026, filed 14 Jul 2026.