3Chopt Investment Partners’s Caterpillar CAT Stock Holding History

3Chopt Investment Partners’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	$2.35M	Buy	2,211 +197	+10%	+$173K	0.44%	47
2026 Q1	$1.43M	Buy	2,014 +59	+3%	+$40.9K	0.33%	69
2025 Q4	$1.12M	Sell	1,955 -27	-1%	-$15K	0.25%	86
2025 Q3	$946K	Buy	1,982 +12	+0.6%	+$5.12K	0.22%	93
2025 Q2	$765K	Sell	1,970 -211	-10%	-$70.3K	0.18%	105
2025 Q1	$719K	Buy	+2,181	New	+$777K	0.19%	106
2024 Q3	–	Sell	-869	Closed	-$289K	–	87
2024 Q2	$289K	Buy	+869	New	+$301K	0.09%	161
2023 Q1	–	Sell	-100	Closed	-$24K	–	156
2022 Q4	$24K	Buy	+100	New	+$21.8K	0.01%	235

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

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

3Chopt Investment Partners's CAT Position: Q2 2026 in Review

3Chopt Investment Partners increased its Caterpillar (CAT) stake by 9.8% in Q2 2026, buying an estimated $173K and bringing the position to 2,211 shares worth $2.35M. The position accounts for 0.44% of the portfolio, ranked #47.

3Chopt Investment Partners first reported a position in CAT in Q4 2022 and has held it in 8 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

3Chopt Investment Partners held 2,211 shares of Caterpillar worth $2.35M as of Q2 2026.
3Chopt Investment Partners bought 197 Caterpillar shares in Q2 2026, an estimated $173K.
Caterpillar made up 0.44% of 3Chopt Investment Partners's portfolio in Q2 2026, its #47 holding.
3Chopt Investment Partners first reported a position in Caterpillar in Q4 2022 and has held it in 8 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.