GHP Investment Advisors, Inc.

Position in CAT — Caterpillar Inc

CIK 1401561 Denver, CO

Position in CAT

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,635,627

+$1,030,257 QoQ

Shares Held

2,475

+9.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#575

of 1,643 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 77% Shared 0% None 23%

Industrials · as of Jun 30, 2026

GHP Investment Advisors, Inc. holds $25,157,000 across 6 Farm & Heavy Construction Machinery names. CAT ranks #4 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PCAR	Paccar Inc	71,926	$8,639,750
2	OSK	Oshkosh Corp	52,508	$8,058,927
3	FSS	Federal Signal Corp /De/	22,579	$2,901,175
4	CAT	Caterpillar Inc This page	2,475	$2,635,627
5	ALG	Alamo Group Inc	14,086	$2,317,005
6	DE	Deere & Co	953	$604,516

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,635,627	2,475	+9.2%	Shares	Sole	2026-07-20
2026-03-31	$1,605,370	2,266	-0.4%	Shares	Sole	2026-04-21
2025-12-31	$1,303,852	2,276	-0.4%	Shares	Sole	2026-01-27
2025-09-30	$1,090,764	2,286	-0.0%	Shares	Sole	2025-10-31
2025-06-30	$887,836	2,287	0.0%	Shares	Sole	2025-08-05
2025-03-31	$754,252	2,287	+3.9%	Shares	Sole	2025-04-23
2024-12-31	$798,797	2,202	-2.0%	Shares	Sole	2025-01-27
2024-09-30	$878,846	2,247	+4.0%	Shares	Sole	2024-10-24
2024-06-30	$719,496	2,160	-1.3%	Shares	Sole	2024-08-08
2024-03-31	$801,748	2,188	+7.6%	Shares	Sole	2024-04-25
2023-12-31	$601,392	2,034	-4.0%	Shares	Sole	2024-01-26
2023-09-30	$578,214	2,118	0.0%	Shares	Sole	2023-10-17
2023-06-30	$521,133	2,118	+4.2%	Shares	Sole	2023-08-14
2023-03-31	$465,231	2,033	-2.3%	Shares	Sole	2023-04-21
2022-12-31	$498,524	2,081	+2.4%	Shares	Sole	2023-02-16
2022-09-30	$333,410	2,032	0.0%	Shares	Sole	2022-11-14
2022-06-30	$363,240	2,032	-1.5%	Shares	Sole	2022-08-11
2022-03-31	$459,677	2,063	-0.2%	Shares	Sole	2022-04-28
2021-12-31	$427,331	2,067	+5.5%	Shares	Sole	2022-02-14
2021-09-30	$376,069	1,959	0.0%	Shares	Sole	2021-11-12
2021-06-30	$426,337	1,959	-1.9%	Shares	Sole	2021-08-13
2021-03-31	$463,044	1,997	0.0%	Shares	Sole	2021-05-14
2020-12-31	$363,493	1,997	-1.2%	Shares	Sole	2021-02-12
2020-09-30	$301,581	2,022	-3.8%	Shares	Sole	2020-11-16
2020-06-30	$265,903	2,102	-1.9%	Shares	Sole	2020-08-06
2020-03-31	$248,557	2,142	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.