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Chancellor Financial Group WB’s Caterpillar CAT Stock Holding History

Chancellor Financial Group WB’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 		$1.53M Sell
1,433
-1,440
-50% -$1.27M 0.94% 20
2026
Q1 		$2.04M Buy
2,873
+2
+0.1% +$1.39K 1.44% 14
2025
Q4 		$1.64M Buy
2,871
+3
+0.1% +$1.67K 1.11% 18
2025
Q3 		$1.37M Buy
2,868
+4
+0.1% +$1.71K 0.97% 21
2025
Q2 		$1.11M Buy
2,864
+5
+0.2% +$1.67K 0.86% 23
2025
Q1 		$943K Buy
2,859
+4
+0.1% +$1.43K 0.78% 27
2024
Q4 		$1.04M Buy
+2,855
New +$1.11M 0.83% 24

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Chancellor Financial Group WB's CAT Position: Q2 2026 in Review

Chancellor Financial Group WB reduced its Caterpillar (CAT) stake by 50% in Q2 2026, selling an estimated $1.27M and leaving 1,433 shares worth $1.53M. The position accounts for 0.94% of the portfolio, ranked #20.

Chancellor Financial Group WB first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.04M in Q1 2026. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Chancellor Financial Group WB held 1,433 shares of Caterpillar worth $1.53M as of Q2 2026.
  • Chancellor Financial Group WB sold 1,440 Caterpillar shares in Q2 2026, an estimated $1.27M.
  • Caterpillar made up 0.94% of Chancellor Financial Group WB's portfolio in Q2 2026, its #20 holding.
  • Chancellor Financial Group WB first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • Chancellor Financial Group WB's Caterpillar position peaked at $2.04M in Q1 2026.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Chancellor Financial Group WB's 13F filing for Q2 2026, filed 10 Aug 2026.