Birch Hill Investment Advisors’s Caterpillar CAT Stock Holding History

Birch Hill Investment 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	$4.29M	Sell	4,029 -15	-0.4%	-$13.2K	0.17%	61
2026 Q1	$2.87M	Hold	4,044	–	–	0.13%	70
2025 Q4	$2.32M	Hold	4,044	–	–	0.1%	78
2025 Q3	$1.93M	Hold	4,044	–	–	0.08%	87
2025 Q2	$1.57M	Sell	4,044 -54	-1%	-$18K	0.07%	93
2025 Q1	$1.35M	Sell	4,098 -21	-0.5%	-$7.48K	0.06%	98
2024 Q4	$1.49M	Buy	4,119 +75	+2%	+$29.1K	0.07%	95
2024 Q3	$1.58M	Hold	4,044	–	–	0.07%	93
2024 Q2	$1.35M	Hold	4,044	–	–	0.07%	95
2024 Q1	$1.48M	Sell	4,044 -165	-4%	-$52.7K	0.07%	94
2023 Q4	$1.24M	Sell	4,209 -5	-0.1%	-$1.3K	0.07%	93
2023 Q3	$1.15M	Hold	4,214	–	–	0.07%	90
2023 Q2	$1.04M	Hold	4,214	–	–	0.06%	96
2023 Q1	$964K	Hold	4,214	–	–	0.06%	98
2022 Q4	$1.01M	Hold	4,214	–	–	0.06%	93
2022 Q3	$691K	Hold	4,214	–	–	0.05%	101
2022 Q2	$753K	Hold	4,214	–	–	0.05%	101
2022 Q1	$939K	Hold	4,214	–	–	0.05%	103
2021 Q4	$871K	Buy	4,214 +80	+2%	+$16.1K	0.04%	104
2021 Q3	$794K	Hold	4,134	–	–	0.04%	106
2021 Q2	$900K	Sell	4,134 -25	-0.6%	-$5.77K	0.05%	99
2021 Q1	$964K	Buy	4,159 +400	+11%	+$82.8K	0.05%	94
2020 Q4	$684K	Hold	3,759	–	–	0.04%	101
2020 Q3	$561K	Hold	3,759	–	–	0.04%	101
2020 Q2	$476K	Hold	3,759	–	–	0.03%	102
2020 Q1	$436K	Hold	3,759	–	–	0.04%	100
2019 Q4	$555K	Hold	3,759	–	–	0.04%	105
2019 Q3	$475K	Sell	3,759 -629	-14%	-$79.9K	0.03%	108
2019 Q2	$598K	Hold	4,388	–	–	0.04%	103
2019 Q1	$595K	Hold	4,388	–	–	0.05%	102
2018 Q4	$558K	Sell	4,388 -400	-8%	-$52K	0.05%	102
2018 Q3	$730K	Buy	4,788 +518	+12%	+$73.3K	0.05%	101
2018 Q2	$579K	Hold	4,270	–	–	0.05%	106
2018 Q1	$629K	Buy	4,270 +296	+7%	+$46.7K	0.05%	96
2017 Q4	$626K	Hold	3,974	–	–	0.05%	95
2017 Q3	$496K	Hold	3,974	–	–	0.04%	102
2017 Q2	$427K	Hold	3,974	–	–	0.04%	103
2017 Q1	$369K	Buy	3,974 +600	+18%	+$56.8K	0.03%	110
2016 Q4	$313K	Hold	3,374	–	–	0.03%	113
2016 Q3	$300K	Hold	3,374	–	–	0.03%	113
2016 Q2	$256K	Hold	3,374	–	–	0.03%	120
2016 Q1	$258K	Hold	3,374	–	–	0.03%	117
2015 Q4	$229K	Hold	3,374	–	–	0.02%	124
2015 Q3	$221K	Hold	3,374	–	–	0.02%	129
2015 Q2	$286K	Hold	3,374	–	–	0.03%	122
2015 Q1	$270K	Sell	3,374 -550	-14%	-$45.7K	0.03%	125
2014 Q4	$359K	Sell	3,924 -35	-0.9%	-$3.41K	0.04%	115
2014 Q3	$392K	Buy	3,959 +585	+17%	+$62K	0.04%	108
2014 Q2	$367K	Hold	3,374	–	–	0.04%	107
2014 Q1	$335K	Hold	3,374	–	–	0.04%	115
2013 Q4	$306K	Hold	3,374	–	–	0.03%	122
2013 Q3	$281K	Sell	3,374 -850	-20%	-$71.9K	0.03%	121
2013 Q2	$348K	Buy	+4,224	New	+$359K	0.04%	111

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

Birch Hill Investment Advisors's CAT Position: Q2 2026 in Review

Birch Hill Investment Advisors reduced its Caterpillar (CAT) stake by 0.37% in Q2 2026, selling an estimated $13.2K and leaving 4,029 shares worth $4.29M. The position accounts for 0.17% of the portfolio, ranked #61.

Birch Hill Investment Advisors first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Birch Hill Investment Advisors held 4,029 shares of Caterpillar worth $4.29M as of Q2 2026.
Birch Hill Investment Advisors sold 15 Caterpillar shares in Q2 2026, an estimated $13.2K.
Caterpillar made up 0.17% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #61 holding.
Birch Hill Investment Advisors first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.