Sand Hill Global Advisors’s Caterpillar CAT Stock Holding History

Sand Hill Global 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	$928K	Sell	871 -22	-2%	-$19.3K	0.03%	131
2026 Q1	$633K	Buy	893 +93	+12%	+$64.4K	0.02%	132
2025 Q4	$458K	Buy	800 +56	+8%	+$31.1K	0.02%	148
2025 Q3	$355K	Sell	744 -35	-4%	-$14.9K	0.01%	159
2025 Q2	$302K	Buy	779 +7	+0.9%	+$2.33K	0.01%	172
2025 Q1	$255K	Hold	772	–	–	0.01%	174
2024 Q4	$280K	Hold	772	–	–	0.01%	171
2024 Q3	$302K	Sell	772 -44	-5%	-$15.2K	0.01%	164
2024 Q2	$272K	Buy	816 +165	+25%	+$57.2K	0.01%	166
2024 Q1	$239K	Buy	+651	New	+$208K	0.01%	153
2022 Q2	–	Sell	-927	Closed	-$207K	–	155
2022 Q1	$207K	Buy	+927	New	+$194K	0.01%	148
2021 Q3	–	Sell	-939	Closed	-$204K	–	159
2021 Q2	$204K	Buy	939 +54	+6%	+$12.5K	0.01%	157
2021 Q1	$205K	Buy	+885	New	+$183K	0.01%	137
2018 Q4	–	Sell	-1,331	Closed	-$203K	–	104
2018 Q3	$203K	Sell	1,331 -314	-19%	-$44.4K	0.02%	100
2018 Q2	$223K	Buy	+1,645	New	+$246K	0.02%	100
2018 Q1	–	Sell	-1,983	Closed	-$312K	–	82
2017 Q4	$312K	Sell	1,983 -557	-22%	-$77.3K	0.03%	91
2017 Q3	$317K	Hold	2,540	–	–	0.03%	90
2017 Q2	$273K	Buy	+2,540	New	+$258K	0.03%	96
2015 Q1	–	Sell	-36,069	Closed	-$3.3M	–	81
2014 Q4	$3.3M	Sell	36,069 -713	-2%	-$69.4K	0.57%	44
2014 Q3	$3.64M	Buy	36,782 +1,508	+4%	+$160K	0.61%	42
2014 Q2	$3.83M	Buy	35,274 +404	+1%	+$42.4K	0.72%	26
2014 Q1	$3.46M	Buy	34,870 +1,090	+3%	+$103K	0.7%	34
2013 Q4	$3.07M	Sell	33,780 -11,404	-25%	-$974K	0.65%	40
2013 Q3	$3.77M	Buy	45,184 +13,031	+41%	+$1.1M	0.65%	42
2013 Q2	$2.65M	Buy	+32,153	New	+$2.73M	0.73%	40

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

Sand Hill Global Advisors's CAT Position: Q2 2026 in Review

Sand Hill Global Advisors reduced its Caterpillar (CAT) stake by 2.5% in Q2 2026, selling an estimated $19.3K and leaving 871 shares worth $928K. The position accounts for 0.03% of the portfolio, ranked #131.

Sand Hill Global Advisors first reported a position in CAT in Q2 2013 and has held it in 25 quarters since. The position peaked at $3.83M in Q2 2014. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Sand Hill Global Advisors held 871 shares of Caterpillar worth $928K as of Q2 2026.
Sand Hill Global Advisors sold 22 Caterpillar shares in Q2 2026, an estimated $19.3K.
Caterpillar made up 0.03% of Sand Hill Global Advisors's portfolio in Q2 2026, its #131 holding.
Sand Hill Global Advisors first reported a position in Caterpillar in Q2 2013 and has held it in 25 quarters since.
Sand Hill Global Advisors's Caterpillar position peaked at $3.83M in Q2 2014.
4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.