Chase Investment Counsel’s Caterpillar CAT Stock Holding History

Chase Investment Counsel’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 Q1	$1.02M	Buy	1,443 +524	+57%	+$363K	0.27%	80
2025 Q4	$526K	Sell	919 -28	-3%	-$15.6K	0.15%	94
2025 Q3	$451K	Buy	947 +133	+16%	+$56.8K	0.13%	100
2025 Q2	$316K	Hold	814	–	–	0.1%	114
2025 Q1	$268K	Sell	814 -100	-11%	-$35.6K	0.1%	114
2024 Q4	$331K	Hold	914	–	–	0.11%	117
2024 Q3	$357K	Hold	914	–	–	0.12%	110
2024 Q2	$304K	Hold	914	–	–	0.11%	114
2024 Q1	$334K	Hold	914	–	–	0.12%	115
2023 Q4	$270K	Buy	+914	New	+$237K	0.12%	115
2021 Q3	–	Sell	-15,667	Closed	-$3.41M	–	103
2021 Q2	$3.41M	Sell	15,667 -10,893	-41%	-$2.52M	1.41%	25
2021 Q1	$6.16M	Buy	26,560 +325	+1%	+$67.3K	2.82%	4
2020 Q4	$4.78M	Buy	+26,235	New	+$4.45M	2.11%	11

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Chase Investment Counsel's CAT Position: Q1 2026 in Review

Chase Investment Counsel increased its Caterpillar (CAT) stake by 57% in Q1 2026, buying an estimated $363K and bringing the position to 1,443 shares worth $1.02M. The position accounts for 0.27% of the portfolio, ranked #80.

Chase Investment Counsel first reported a position in CAT in Q4 2020 and has held it in 13 quarters since. The position peaked at $6.16M in Q1 2021. 3,739 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Chase Investment Counsel held 1,443 shares of Caterpillar worth $1.02M as of Q1 2026.
Chase Investment Counsel bought 524 Caterpillar shares in Q1 2026, an estimated $363K.
Caterpillar made up 0.27% of Chase Investment Counsel's portfolio in Q1 2026, its #80 holding.
Chase Investment Counsel first reported a position in Caterpillar in Q4 2020 and has held it in 13 quarters since.
Chase Investment Counsel's Caterpillar position peaked at $6.16M in Q1 2021.
3,739 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Chase Investment Counsel's 13F filing for Q1 2026, filed 12 May 2026.