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

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Gilman Hill Asset Management's CAT Position: Q2 2026 in Review

Gilman Hill Asset Management reduced its Caterpillar (CAT) stake by 17% in Q2 2026, selling an estimated $183K and leaving 1,035 shares worth $1.1M. The position accounts for 0.15% of the portfolio, ranked #110.

Gilman Hill Asset Management first reported a position in CAT in Q2 2018 and has held it in 23 quarters since. The position peaked at $1.31M in Q4 2019. 4,042 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Gilman Hill Asset Management held 1,035 shares of Caterpillar worth $1.1M as of Q2 2026.
Gilman Hill Asset Management sold 208 Caterpillar shares in Q2 2026, an estimated $183K.
Caterpillar made up 0.15% of Gilman Hill Asset Management's portfolio in Q2 2026, its #110 holding.
Gilman Hill Asset Management first reported a position in Caterpillar in Q2 2018 and has held it in 23 quarters since.
Gilman Hill Asset Management's Caterpillar position peaked at $1.31M in Q4 2019.
4,042 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Gilman Hill Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.