GHAM
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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
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

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BIAS
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SIC
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TE
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