Gilman Hill Asset Management’s Caterpillar CAT Stock Holding History

Gilman Hill Asset Management’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 Q3	$830K	Sell	1,024 -11	-1%	-$9.33K	0.12%	119
2026 Q2	$1.1M	Sell	1,035 -208	-17%	-$183K	0.15%	110
2026 Q1	$881K	Buy	1,243 +13	+1%	+$9K	0.13%	111
2025 Q4	$705K	Buy	1,230 +20	+2%	+$11.1K	0.11%	127
2025 Q3	$577K	Buy	1,210 +11	+0.9%	+$4.7K	0.09%	135
2025 Q2	$465K	Hold	1,199	–	–	0.08%	150
2025 Q1	$395K	Hold	1,199	–	–	0.07%	152
2024 Q4	$435K	Hold	1,199	–	–	0.08%	151
2024 Q3	$469K	Sell	1,199 -40	-3%	-$13.8K	0.08%	145
2024 Q2	$413K	Sell	1,239 -40	-3%	-$13.9K	0.07%	145
2024 Q1	$469K	Sell	1,279 -1	-0.1%	-$320	0.08%	138
2023 Q4	$378K	Hold	1,280	–	–	0.07%	150
2023 Q3	$349K	Hold	1,280	–	–	0.07%	153
2023 Q2	$315K	Hold	1,280	–	–	0.06%	164
2023 Q1	$293K	Hold	1,280	–	–	0.06%	168
2022 Q4	$307K	Hold	1,280	–	–	0.06%	171
2022 Q3	$210K	Buy	+1,280	New	+$234K	0.05%	201
2020 Q1	–	Sell	-8,905	Closed	-$1.31M	–	158
2019 Q4	$1.31M	Buy	8,905 +407	+5%	+$56.8K	0.43%	65
2019 Q3	$1.07M	Sell	8,498 -640	-7%	-$81.3K	0.36%	70
2019 Q2	$1.25M	Buy	9,138 +1,175	+15%	+$155K	0.42%	65
2019 Q1	$1.08M	Buy	7,963 +554	+7%	+$73.6K	0.38%	64
2018 Q4	$941K	Buy	7,409 +1,540	+26%	+$200K	0.4%	68
2018 Q3	$895K	Sell	5,869 -65	-1%	-$9.19K	0.35%	77
2018 Q2	$805K	Buy	+5,934	New	+$887K	0.33%	76

Other funds holding CAT

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

NPA

Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Gilman Hill Asset Management's CAT Position: Q3 2026 in Review

Gilman Hill Asset Management reduced its Caterpillar (CAT) stake by 1.1% in Q3 2026, selling an estimated $9.33K and leaving 1,024 shares worth $830K. The position accounts for 0.12% of the portfolio, ranked #119.

Gilman Hill Asset Management first reported a position in CAT in Q2 2018 and has held it in 24 quarters since. The position peaked at $1.31M in Q4 2019. 417 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Gilman Hill Asset Management held 1,024 shares of Caterpillar worth $830K as of Q3 2026.
Gilman Hill Asset Management sold 11 Caterpillar shares in Q3 2026, an estimated $9.33K.
Caterpillar made up 0.12% of Gilman Hill Asset Management's portfolio in Q3 2026, its #119 holding.
Gilman Hill Asset Management first reported a position in Caterpillar in Q2 2018 and has held it in 24 quarters since.
Gilman Hill Asset Management's Caterpillar position peaked at $1.31M in Q4 2019.
417 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Gilman Hill Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.