Investment House LLC’s Caterpillar CAT Stock Holding History

Investment House LLC’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	$6.17M	Sell	5,798 -10	-0.2%	-$8.79K	0.28%	74
2026 Q1	$4.11M	Hold	5,808	–	–	0.21%	87
2025 Q4	$3.33M	Hold	5,808	–	–	0.16%	96
2025 Q3	$2.77M	Hold	5,808	–	–	0.13%	109
2025 Q2	$2.25M	Buy	5,808 +100	+2%	+$33.3K	0.11%	115
2025 Q1	$1.88M	Sell	5,708 -25	-0.4%	-$8.9K	0.11%	118
2024 Q4	$2.08M	Sell	5,733 -50	-0.9%	-$19.4K	0.11%	111
2024 Q3	$2.26M	Buy	5,783 +160	+3%	+$55.3K	0.12%	113
2024 Q2	$1.87M	Hold	5,623	–	–	0.11%	108
2024 Q1	$2.06M	Hold	5,623	–	–	0.12%	100
2023 Q4	$1.66M	Hold	5,623	–	–	0.12%	101
2023 Q3	$1.54M	Hold	5,623	–	–	0.12%	98
2023 Q2	$1.38M	Sell	5,623 -582	-9%	-$130K	0.1%	106
2023 Q1	$1.42M	Buy	6,205 +100	+2%	+$24.2K	0.12%	97
2022 Q4	$1.46M	Buy	6,105 +165	+3%	+$35.9K	0.14%	86
2022 Q3	$975K	Buy	5,940 +1,212	+26%	+$221K	0.09%	101
2022 Q2	$845K	Hold	4,728	–	–	0.07%	104
2022 Q1	$1.05M	Sell	4,728 -100	-2%	-$21K	0.08%	105
2021 Q4	$998K	Hold	4,828	–	–	0.06%	113
2021 Q3	$927K	Sell	4,828 -1,278	-21%	-$266K	0.07%	116
2021 Q2	$1.33M	Hold	6,106	–	–	0.09%	109
2021 Q1	$1.42M	Sell	6,106 -3,599	-37%	-$745K	0.11%	99
2020 Q4	$1.77M	Sell	9,705 -301	-3%	-$51K	0.12%	98
2020 Q3	$1.49M	Hold	10,006	–	–	0.12%	98
2020 Q2	$1.27M	Buy	10,006 +3,600	+56%	+$427K	0.11%	100
2020 Q1	$743K	Hold	6,406	–	–	0.08%	112
2019 Q4	$946K	Hold	6,406	–	–	0.09%	124
2019 Q3	$809K	Hold	6,406	–	–	0.08%	122
2019 Q2	$873K	Sell	6,406 -50	-0.8%	-$6.61K	0.09%	113
2019 Q1	$875K	Sell	6,456 -300	-4%	-$39.8K	0.09%	119
2018 Q4	$858K	Sell	6,756 -3,308	-33%	-$430K	0.11%	108
2018 Q3	$1.53M	Sell	10,064 -200	-2%	-$28.3K	0.16%	98
2018 Q2	$1.39M	Buy	10,264 +346	+3%	+$51.7K	0.16%	96
2018 Q1	$1.46M	Sell	9,918 -469	-5%	-$74.1K	0.18%	95
2017 Q4	$1.64M	Hold	10,387	–	–	0.2%	93
2017 Q3	$1.29M	Hold	10,387	–	–	0.17%	95
2017 Q2	$1.12M	Sell	10,387 -300	-3%	-$30.5K	0.15%	107
2017 Q1	$991K	Sell	10,687 -400	-4%	-$37.9K	0.14%	107
2016 Q4	$1.03M	Buy	11,087 +100	+0.9%	+$9.06K	0.16%	101
2016 Q3	$975K	Hold	10,987	–	–	0.15%	107
2016 Q2	$833K	Sell	10,987 -1,300	-11%	-$97.4K	0.13%	108
2016 Q1	$940K	Hold	12,287	–	–	0.15%	103
2015 Q4	$835K	Sell	12,287 -749	-6%	-$52.4K	0.14%	103
2015 Q3	$852K	Sell	13,036 -100	-0.8%	-$7.65K	0.15%	105
2015 Q2	$1.11M	Hold	13,136	–	–	0.18%	100
2015 Q1	$1.05M	Hold	13,136	–	–	0.17%	101
2014 Q4	$1.2M	Sell	13,136 -1	-0%	-$97	0.19%	96
2014 Q3	$1.3M	Buy	13,137 +150	+1%	+$15.9K	0.22%	95
2014 Q2	$1.41M	Sell	12,987 -1,100	-8%	-$115K	0.24%	91
2014 Q1	$1.4M	Sell	14,087 -1,350	-9%	-$127K	0.25%	93
2013 Q4	$1.4M	Sell	15,437 -750	-5%	-$64K	0.25%	86
2013 Q3	$1.35M	Buy	16,187 +350	+2%	+$29.6K	0.27%	80
2013 Q2	$1.31M	Buy	+15,837	New	+$1.35M	0.28%	80

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Investment House LLC's CAT Position: Q2 2026 in Review

Investment House LLC reduced its Caterpillar (CAT) stake by 0.17% in Q2 2026, selling an estimated $8.79K and leaving 5,798 shares worth $6.17M. The position accounts for 0.28% of the portfolio, ranked #74.

Investment House LLC first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 1,986 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Investment House LLC held 5,798 shares of Caterpillar worth $6.17M as of Q2 2026.
Investment House LLC sold 10 Caterpillar shares in Q2 2026, an estimated $8.79K.
Caterpillar made up 0.28% of Investment House LLC's portfolio in Q2 2026, its #74 holding.
Investment House LLC first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
1,986 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.