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YHB Investment Advisors’s Caterpillar CAT Stock Holding History

YHB 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 		$1.33M Sell
1,249
-69
-5% -$60.6K 0.09% 149
2026
Q1 		$934K Sell
1,318
-368
-22% -$255K 0.07% 175
2025
Q4 		$966K Sell
1,686
-9
-0.5% -$5K 0.07% 171
2025
Q3 		$809K Buy
1,695
+1
+0.1% +$427 0.06% 180
2025
Q2 		$658K Buy
1,694
+2
+0.1% +$667 0.05% 192
2025
Q1 		$558K Buy
1,692
+26
+2% +$9.26K 0.05% 195
2024
Q4 		$604K Sell
1,666
-50
-3% -$19.4K 0.05% 188
2024
Q3 		$671K Sell
1,716
-50
-3% -$17.3K 0.06% 177
2024
Q2 		$588K Buy
1,766
+72
+4% +$25K 0.05% 184
2024
Q1 		$621K Buy
1,694
+2
+0.1% +$639 0.06% 180
2023
Q4 		$500K Buy
1,692
+1
+0.1% +$259 0.05% 190
2023
Q3 		$462K Buy
1,691
+2
+0.1% +$543 0.04% 194
2023
Q2 		$416K Sell
1,689
-48
-3% -$10.7K 0.04% 202
2023
Q1 		$397K Sell
1,737
-19
-1% -$4.59K 0.04% 201
2022
Q4 		$421K Buy
1,756
+15
+0.9% +$3.27K 0.04% 193
2022
Q3 		$286K Buy
1,741
+2
+0.1% +$365 0.03% 226
2022
Q2 		$311K Sell
1,739
-199
-10% -$41.9K 0.03% 221
2022
Q1 		$432K Buy
1,938
+202
+12% +$42.4K 0.04% 204
2021
Q4 		$359K Buy
1,736
+121
+7% +$24.4K 0.03% 236
2021
Q3 		$310K Sell
1,615
-118
-7% -$24.6K 0.03% 242
2021
Q2 		$377K Buy
1,733
+1
+0.1% +$231 0.03% 226
2021
Q1 		$404K Buy
1,732
+323
+23% +$66.9K 0.04% 212
2020
Q4 		$256K Buy
1,409
+21
+2% +$3.56K 0.02% 249
2020
Q3 		$207K Buy
+1,388
New +$195K 0.02% 251
2018
Q4 		– Sell
-1,552
Closed -$237K – 181
2018
Q3 		$237K Hold
1,552
– – 0.04% 176
2018
Q2 		$211K Sell
1,552
-85
-5% -$12.7K 0.03% 180
2018
Q1 		$241K Buy
1,637
+185
+13% +$29.2K 0.04% 170
2017
Q4 		$229K Buy
+1,452
New +$201K 0.04% 175
2016
Q2 		– Sell
-4,865
Closed -$372K – 166
2016
Q1 		$372K Sell
4,865
-5,040
-51% -$338K 0.1% 122
2015
Q4 		$673K Sell
9,905
-8,185
-45% -$572K 0.15% 113
2015
Q3 		$1.18M Sell
18,090
-2,780
-13% -$213K 0.28% 93
2015
Q2 		$1.77M Buy
20,870
+590
+3% +$50.7K 0.39% 76
2015
Q1 		$1.62M Buy
20,280
+1,385
+7% +$115K 0.36% 78
2014
Q4 		$1.73M Buy
18,895
+335
+2% +$32.6K 0.4% 79
2014
Q3 		$1.84M Buy
18,560
+400
+2% +$42.4K 0.44% 72
2014
Q2 		$1.97M Buy
18,160
+740
+4% +$77.7K 0.48% 69
2014
Q1 		$1.73M Buy
17,420
+1,145
+7% +$108K 0.44% 76
2013
Q4 		$1.48M Sell
16,275
-320
-2% -$27.3K 0.4% 77
2013
Q3 		$1.38M Buy
16,595
+10
+0.1% +$846 0.41% 80
2013
Q2 		$1.37M Buy
+16,585
New +$1.41M 0.43% 75

Other funds holding CAT

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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

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

YHB Investment Advisors reduced its Caterpillar (CAT) stake by 5.2% in Q2 2026, selling an estimated $60.6K and leaving 1,249 shares worth $1.33M. The position accounts for 0.09% of the portfolio, ranked #149.

YHB Investment Advisors first reported a position in CAT in Q2 2013 and has held it in 40 quarters since. The position peaked at $1.97M in Q2 2014. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • YHB Investment Advisors held 1,249 shares of Caterpillar worth $1.33M as of Q2 2026.
  • YHB Investment Advisors sold 69 Caterpillar shares in Q2 2026, an estimated $60.6K.
  • Caterpillar made up 0.09% of YHB Investment Advisors's portfolio in Q2 2026, its #149 holding.
  • YHB Investment Advisors first reported a position in Caterpillar in Q2 2013 and has held it in 40 quarters since.
  • YHB Investment Advisors's Caterpillar position peaked at $1.97M in Q2 2014.
  • 1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.