GIA
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Guyasuta Investment Advisors’s Caterpillar CAT Stock Holding History

Guyasuta 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 		$16.6M Sell
15,554
-75
-0.5% -$65.9K 0.86% 30
2026
Q1 		$11.1M Sell
15,629
-180
-1% -$125K 0.64% 37
2025
Q4 		$9.06M Sell
15,809
-110
-0.7% -$61.1K 0.52% 41
2025
Q3 		$7.6M Hold
15,919
– – 0.44% 42
2025
Q2 		$6.18M Hold
15,919
– – 0.38% 46
2025
Q1 		$5.25M Sell
15,919
-259
-2% -$92.3K 0.34% 51
2024
Q4 		$5.87M Buy
16,178
+1,731
+12% +$671K 0.37% 48
2024
Q3 		$5.65M Sell
14,447
-165
-1% -$57K 0.35% 47
2024
Q2 		$4.32M Hold
14,612
– – 0.32% 50
2024
Q1 		$4.32M Hold
14,612
– – 0.31% 50
2023
Q4 		$4.32M Sell
14,612
-50
-0.3% -$13K 0.31% 50
2023
Q3 		$4M Buy
14,662
+54
+0.4% +$14.6K 0.31% 50
2023
Q2 		$3.59M Sell
14,608
-280
-2% -$62.4K 0.27% 53
2023
Q1 		$3.41M Buy
14,888
+300
+2% +$72.5K 0.26% 53
2022
Q4 		$3.49M Buy
14,588
+1,805
+14% +$393K 0.28% 52
2022
Q3 		$2.1M Hold
12,783
– – 0.18% 66
2022
Q2 		$2.29M Buy
12,783
+50
+0.4% +$10.5K 0.18% 69
2022
Q1 		$2.84M Hold
12,733
– – 0.19% 67
2021
Q4 		$2.63M Buy
12,733
+30
+0.2% +$6.04K 0.17% 77
2021
Q3 		$2.44M Buy
12,703
+250
+2% +$52.1K 0.17% 72
2021
Q2 		$2.71M Hold
12,453
– – 0.19% 68
2021
Q1 		$2.89M Sell
12,453
-50
-0.4% -$10.4K 0.23% 65
2020
Q4 		$2.28M Sell
12,503
-30
-0.2% -$5.09K 0.19% 70
2020
Q3 		$1.87M Hold
12,533
– – 0.17% 69
2020
Q2 		$1.58M Hold
12,533
– – 0.16% 74
2020
Q1 		$1.45M Buy
12,533
+501
+4% +$64K 0.17% 71
2019
Q4 		$1.78M Hold
12,032
– – 0.17% 75
2019
Q3 		$1.52M Buy
12,032
+400
+3% +$50.8K 0.16% 79
2019
Q2 		$1.58M Buy
11,632
+365
+3% +$48.2K 0.16% 78
2019
Q1 		$1.53M Hold
11,267
– – 0.17% 79
2018
Q4 		$1.43M Hold
11,267
– – 0.18% 76
2018
Q3 		$1.72M Hold
11,267
– – 0.18% 73
2018
Q2 		$1.53M Sell
11,267
-27
-0.2% -$4.03K 0.18% 73
2018
Q1 		$1.67M Buy
11,294
+27
+0.2% +$4.26K 0.2% 65
2017
Q4 		$1.77M Sell
11,267
-800
-7% -$111K 0.2% 66
2017
Q3 		$1.5M Hold
12,067
– – 0.18% 66
2017
Q2 		$1.3M Hold
12,067
– – 0.16% 70
2017
Q1 		$1.12M Sell
12,067
-241
-2% -$22.8K 0.14% 88
2016
Q4 		$1.14M Hold
12,308
– – 0.15% 85
2016
Q3 		$1.09M Buy
12,308
+1
+0% +$82 0.14% 85
2016
Q2 		$933K Sell
12,307
-250
-2% -$18.7K 0.12% 93
2016
Q1 		$961K Hold
12,557
– – 0.13% 88
2015
Q4 		$853K Buy
12,557
+73
+0.6% +$5.1K 0.12% 94
2015
Q3 		$815K Buy
12,484
+1
+0% +$76 0.12% 107
2015
Q2 		$1.06M Sell
12,483
-60
-0.5% -$5.16K 0.14% 87
2015
Q1 		$1M Buy
12,543
+1,350
+12% +$112K 0.13% 94
2014
Q4 		$1.02M Buy
11,193
+50
+0.4% +$4.87K 0.14% 97
2014
Q3 		$1.1M Hold
11,143
– – 0.15% 80
2014
Q2 		$1.21M Sell
11,143
-110
-1% -$11.5K 0.16% 75
2014
Q1 		$1.12M Sell
11,253
-200
-2% -$18.9K 0.16% 79
2013
Q4 		$1.04M Sell
11,453
-600
-5% -$51.2K 0.15% 77
2013
Q3 		$1M Sell
12,053
-6,485
-35% -$548K 0.16% 82
2013
Q2 		$1.53M Buy
+18,538
New +$1.58M 0.25% 55

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

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

Guyasuta Investment Advisors reduced its Caterpillar (CAT) stake by 0.48% in Q2 2026, selling an estimated $65.9K and leaving 15,554 shares worth $16.6M. The position accounts for 0.86% of the portfolio, ranked #30.

Guyasuta 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.

  • Guyasuta Investment Advisors held 15,554 shares of Caterpillar worth $16.6M as of Q2 2026.
  • Guyasuta Investment Advisors sold 75 Caterpillar shares in Q2 2026, an estimated $65.9K.
  • Caterpillar made up 0.86% of Guyasuta Investment Advisors's portfolio in Q2 2026, its #30 holding.
  • Guyasuta 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 Guyasuta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.