Charter Research & Investment Group’s Caterpillar CAT Stock Holding History

Charter Research & Investment Group’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	$4.56M	Hold	4,280	–	–	2.77%	7
2026 Q1	$3.03M	Hold	4,280	–	–	2.02%	16
2025 Q4	$2.45M	Sell	4,280 -170	-4%	-$94.5K	1.64%	18
2025 Q3	$2.12M	Hold	4,450	–	–	1.47%	18
2025 Q2	$1.73M	Hold	4,450	–	–	1.29%	23
2025 Q1	$1.47M	Hold	4,450	–	–	1.12%	27
2024 Q4	$1.61M	Hold	4,450	–	–	1.23%	25
2024 Q3	$1.74M	Hold	4,450	–	–	1.28%	24
2024 Q2	$1.48M	Hold	4,450	–	–	1.17%	26
2024 Q1	$1.63M	Sell	4,450 -283	-6%	-$90.5K	1.29%	24
2023 Q4	$1.4M	Hold	4,733	–	–	1.16%	28
2023 Q3	$1.29M	Hold	4,733	–	–	1.16%	28
2023 Q2	$1.16M	Hold	4,733	–	–	0.97%	30
2023 Q1	$1.08M	Buy	4,733 +1,333	+39%	+$322K	0.95%	33
2022 Q4	$815K	Hold	3,400	–	–	0.78%	36
2022 Q3	$558K	Hold	3,400	–	–	0.56%	44
2022 Q2	$608K	Hold	3,400	–	–	0.55%	44
2022 Q1	$758K	Hold	3,400	–	–	0.61%	42
2021 Q4	$703K	Hold	3,400	–	–	0.55%	44
2021 Q3	$653K	Hold	3,400	–	–	0.54%	45
2021 Q2	$740K	Hold	3,400	–	–	0.61%	37
2021 Q1	$788K	Hold	3,400	–	–	0.69%	35
2020 Q4	$619K	Buy	+3,400	New	+$577K	0.6%	42
2015 Q4	–	Sell	-11,985	Closed	-$783K	–	71
2015 Q3	$783K	Hold	11,985	–	–	1.03%	33
2015 Q2	$1.02M	Sell	11,985 -210	-2%	-$18.1K	1.13%	33
2015 Q1	$976K	Sell	12,195 -175	-1%	-$14.5K	1.08%	32
2014 Q4	$1.13M	Buy	+12,370	New	+$1.2M	1.24%	29

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Charter Research & Investment Group's CAT Position: Q2 2026 in Review

Charter Research & Investment Group held its Caterpillar (CAT) position steady in Q2 2026 at 4,280 shares worth $4.56M. The position accounts for 2.77% of the portfolio, ranked #7.

Charter Research & Investment Group first reported a position in CAT in Q4 2014 and has held it in 27 quarters since. 4,067 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Charter Research & Investment Group held 4,280 shares of Caterpillar worth $4.56M as of Q2 2026.
Charter Research & Investment Group left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 2.77% of Charter Research & Investment Group's portfolio in Q2 2026, its #7 holding.
Charter Research & Investment Group first reported a position in Caterpillar in Q4 2014 and has held it in 27 quarters since.
4,067 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Charter Research & Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.