Chatham Capital Group’s Caterpillar CAT Stock Holding History

Chatham Capital 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	$750K	Hold	704	–	–	0.1%	142
2026 Q1	$499K	Buy	704 +8	+1%	+$5.54K	0.07%	161
2025 Q4	$399K	Hold	696	–	–	0.06%	168
2025 Q3	$332K	Hold	696	–	–	0.05%	180
2025 Q2	$270K	Hold	696	–	–	0.04%	189
2025 Q1	$230K	Hold	696	–	–	0.04%	186
2024 Q4	$252K	Hold	696	–	–	0.04%	186
2024 Q3	$272K	Hold	696	–	–	0.04%	179
2024 Q2	$232K	Hold	696	–	–	0.04%	182
2024 Q1	$255K	Buy	696 +1	+0.1%	+$320	0.05%	177
2023 Q4	$206K	Buy	+695	New	+$180K	0.04%	179
2019 Q4	–	Sell	-23,411	Closed	-$2.96M	–	160
2019 Q3	$2.96M	Sell	23,411 -1,025	-4%	-$130K	0.76%	40
2019 Q2	$3.33M	Buy	24,436 +170	+0.7%	+$22.5K	0.84%	37
2019 Q1	$3.29M	Buy	24,266 +12	+0%	+$1.59K	0.85%	37
2018 Q4	$3.08M	Buy	24,254 +580	+2%	+$75.5K	0.86%	36
2018 Q3	$3.61M	Buy	23,674 +445	+2%	+$62.9K	0.91%	30
2018 Q2	$3.15M	Buy	+23,229	New	+$3.47M	0.83%	32

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Chatham Capital Group's CAT Position: Q2 2026 in Review

Chatham Capital Group held its Caterpillar (CAT) position steady in Q2 2026 at 704 shares worth $750K. The position accounts for 0.1% of the portfolio, ranked #142.

Chatham Capital Group first reported a position in CAT in Q2 2018 and has held it in 17 quarters since. The position peaked at $3.61M in Q3 2018. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Chatham Capital Group held 704 shares of Caterpillar worth $750K as of Q2 2026.
Chatham Capital Group left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.1% of Chatham Capital Group's portfolio in Q2 2026, its #142 holding.
Chatham Capital Group first reported a position in Caterpillar in Q2 2018 and has held it in 17 quarters since.
Chatham Capital Group's Caterpillar position peaked at $3.61M in Q3 2018.
736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Chatham Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.