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GHP Investment Advisors’s Caterpillar CAT Stock Holding History

GHP 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 		$2.64M Buy
2,475
+209
+9% +$184K 0.1% 215
2026
Q1 		$1.61M Sell
2,266
-10
-0.4% -$6.93K 0.07% 246
2025
Q4 		$1.3M Sell
2,276
-10
-0.4% -$5.56K 0.05% 261
2025
Q3 		$1.09M Sell
2,286
-1
-0% -$427 0.05% 270
2025
Q2 		$888K Hold
2,287
– – 0.04% 275
2025
Q1 		$754K Buy
2,287
+85
+4% +$30.3K 0.04% 280
2024
Q4 		$799K Sell
2,202
-45
-2% -$17.5K 0.04% 275
2024
Q3 		$879K Buy
2,247
+87
+4% +$30K 0.04% 270
2024
Q2 		$720K Sell
2,160
-28
-1% -$9.71K 0.04% 279
2024
Q1 		$802K Buy
2,188
+154
+8% +$49.2K 0.04% 282
2023
Q4 		$601K Sell
2,034
-84
-4% -$21.8K 0.03% 294
2023
Q3 		$568K Hold
2,118
– – 0.03% 292
2023
Q2 		$604K Buy
2,118
+85
+4% +$19K 0.04% 293
2023
Q1 		$465K Sell
2,033
-48
-2% -$11.6K 0.03% 305
2022
Q4 		$499K Buy
2,081
+49
+2% +$10.7K 0.03% 303
2022
Q3 		$333K Hold
2,032
– – 0.03% 317
2022
Q2 		$363K Sell
2,032
-31
-2% -$6.53K 0.03% 308
2022
Q1 		$460K Sell
2,063
-4
-0.2% -$839 0.03% 296
2021
Q4 		$427K Buy
2,067
+108
+6% +$21.7K 0.03% 257
2021
Q3 		$376K Hold
1,959
– – 0.03% 250
2021
Q2 		$426K Sell
1,959
-38
-2% -$8.78K 0.03% 240
2021
Q1 		$463K Hold
1,997
– – 0.04% 232
2020
Q4 		$363K Sell
1,997
-25
-1% -$4.24K 0.03% 239
2020
Q3 		$302K Sell
2,022
-80
-4% -$11.2K 0.03% 241
2020
Q2 		$266K Sell
2,102
-40
-2% -$4.74K 0.03% 250
2020
Q1 		$249K Sell
2,142
-19
-0.9% -$2.43K 0.04% 252
2019
Q4 		$319K Hold
2,161
– – 0.03% 262
2019
Q3 		$273K Hold
2,161
– – 0.03% 270
2019
Q2 		$295K Sell
2,161
-18
-0.8% -$2.38K 0.04% 275
2019
Q1 		$295K Sell
2,179
-524
-19% -$69.6K 0.04% 274
2018
Q4 		$343K Buy
2,703
+561
+26% +$73K 0.05% 245
2018
Q3 		$327K Sell
2,142
-129
-6% -$18.2K 0.04% 257
2018
Q2 		$308K Buy
2,271
+129
+6% +$19.3K 0.04% 253
2018
Q1 		$316K Hold
2,142
– – 0.04% 252
2017
Q4 		$338K Hold
2,142
– – 0.05% 256
2017
Q3 		$267K Sell
2,142
-400
-16% -$46.1K 0.04% 264
2017
Q2 		$273K Hold
2,542
– – 0.04% 268
2017
Q1 		$236K Hold
2,542
– – 0.04% 276
2016
Q4 		$236K Buy
+2,542
New +$230K 0.04% 266

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GHP Investment Advisors's CAT Position: Q2 2026 in Review

GHP Investment Advisors increased its Caterpillar (CAT) stake by 9.2% in Q2 2026, buying an estimated $184K and bringing the position to 2,475 shares worth $2.64M. The position accounts for 0.1% of the portfolio, ranked #215.

GHP Investment Advisors first reported a position in CAT in Q4 2016 and has held it in 39 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • GHP Investment Advisors held 2,475 shares of Caterpillar worth $2.64M as of Q2 2026.
  • GHP Investment Advisors bought 209 Caterpillar shares in Q2 2026, an estimated $184K.
  • Caterpillar made up 0.1% of GHP Investment Advisors's portfolio in Q2 2026, its #215 holding.
  • GHP Investment Advisors first reported a position in Caterpillar in Q4 2016 and has held it in 39 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.