Beech Hill Advisors’s Caterpillar CAT Stock Holding History

Beech Hill Advisors’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	$3.19M	Hold	3,000	–	–	1.41%	27
2026 Q1	$2.13M	Sell	3,000 -250	-8%	-$173K	1.06%	43
2025 Q4	$1.86M	Hold	3,250	–	–	0.89%	50
2025 Q3	$1.55M	Hold	3,250	–	–	0.72%	53
2025 Q2	$1.26M	Sell	3,250 -550	-14%	-$183K	0.57%	64
2025 Q1	$1.25M	Hold	3,800	–	–	0.5%	64
2024 Q4	$1.38M	Sell	3,800 -450	-11%	-$175K	0.52%	59
2024 Q3	$1.66M	Hold	4,250	–	–	0.63%	53
2024 Q2	$1.42M	Sell	4,250 -100	-2%	-$34.7K	0.58%	53
2024 Q1	$1.59M	Buy	4,350 +100	+2%	+$32K	0.66%	52
2023 Q4	$1.26M	Sell	4,250 -200	-4%	-$51.9K	0.61%	51
2023 Q3	$1.21M	Hold	4,450	–	–	0.61%	52
2023 Q2	$1.09M	Hold	4,450	–	–	0.53%	53
2023 Q1	$1.02M	Sell	4,450 -1,050	-19%	-$254K	0.51%	55
2022 Q4	$1.32M	Sell	5,500 -14,205	-72%	-$3.09M	0.73%	49
2022 Q3	$3.23M	Sell	19,705 -100	-0.5%	-$18.3K	1.85%	21
2022 Q2	$3.54M	Sell	19,805 -50	-0.3%	-$10.5K	1.89%	18
2022 Q1	$4.42M	Buy	19,855 +14,355	+261%	+$3.01M	1.81%	17
2021 Q4	$1.14M	Hold	5,500	–	–	0.43%	57
2021 Q3	$1.06M	Hold	5,500	–	–	0.44%	59
2021 Q2	$1.2M	Hold	5,500	–	–	0.49%	57
2021 Q1	$1.27M	Sell	5,500 -300	-5%	-$62.1K	0.53%	54
2020 Q4	$1.06M	Sell	5,800 -400	-6%	-$67.8K	0.47%	51
2020 Q3	$925K	Buy	6,200 +500	+9%	+$70.2K	0.46%	49
2020 Q2	$721K	Buy	5,700 +100	+2%	+$11.9K	0.37%	54
2020 Q1	$650K	Buy	5,600 +200	+4%	+$25.5K	0.44%	45
2019 Q4	$797K	Hold	5,400	–	–	0.37%	45
2019 Q3	$682K	Hold	5,400	–	–	0.36%	48
2019 Q2	$736K	Buy	5,400 +100	+2%	+$13.2K	0.39%	47
2019 Q1	$718K	Buy	5,300 +1,650	+45%	+$219K	0.44%	45
2018 Q4	$464K	Buy	3,650 +1,950	+115%	+$254K	0.29%	50
2018 Q3	$259K	Hold	1,700	–	–	0.13%	67
2018 Q2	$231K	Hold	1,700	–	–	0.13%	68
2018 Q1	$251K	Sell	1,700 -150	-8%	-$23.7K	0.13%	66
2017 Q4	$292K	Sell	1,850 -200	-10%	-$27.7K	0.14%	70
2017 Q3	$256K	Sell	2,050 -50	-2%	-$5.76K	0.14%	69
2017 Q2	$226K	Buy	+2,100	New	+$213K	0.12%	79
2017 Q1	–	Sell	-2,840	Closed	-$263K	–	83
2016 Q4	$263K	Sell	2,840 -3,050	-52%	-$276K	0.16%	69
2016 Q3	$523K	Buy	5,890 +150	+3%	+$12.3K	0.32%	46
2016 Q2	$435K	Sell	5,740 -200	-3%	-$15K	0.29%	49
2016 Q1	$455K	Hold	5,940	–	–	0.36%	39
2015 Q4	$404K	Buy	5,940 +1,900	+47%	+$133K	0.26%	60
2015 Q3	$264K	Buy	4,040 +300	+8%	+$22.9K	0.17%	78
2015 Q2	$317K	Buy	3,740 +400	+12%	+$34.4K	0.16%	79
2015 Q1	$267K	Buy	3,340 +300	+10%	+$24.9K	0.13%	99
2014 Q4	$278K	Hold	3,040	–	–	0.14%	97
2014 Q3	$301K	Sell	3,040 -5,750	-65%	-$610K	0.14%	100
2014 Q2	$955K	Buy	8,790 +250	+3%	+$26.2K	0.42%	47
2014 Q1	$849K	Buy	8,540 +5,500	+181%	+$519K	0.4%	51
2013 Q4	$276K	Hold	3,040	–	–	0.14%	111
2013 Q3	$254K	Sell	3,040 -28,500	-90%	-$2.41M	0.14%	112
2013 Q2	$2.6M	Buy	+31,540	New	+$2.68M	1.47%	31

Other funds holding CAT

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Beech Hill Advisors's CAT Position: Q2 2026 in Review

Beech Hill Advisors held its Caterpillar (CAT) position steady in Q2 2026 at 3,000 shares worth $3.19M. The position accounts for 1.41% of the portfolio, ranked #27.

Beech Hill Advisors first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.42M in Q1 2022. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Beech Hill Advisors held 3,000 shares of Caterpillar worth $3.19M as of Q2 2026.
Beech Hill Advisors left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 1.41% of Beech Hill Advisors's portfolio in Q2 2026, its #27 holding.
Beech Hill Advisors first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
Beech Hill Advisors's Caterpillar position peaked at $4.42M in Q1 2022.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Beech Hill Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.