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 Q3	$1.14M	Buy	1,404 +700	+99%	+$594K	0.15%	123
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Chatham Capital Group's CAT Position: Q3 2026 in Review

Chatham Capital Group increased its Caterpillar (CAT) stake by 99% in Q3 2026, buying an estimated $594K and bringing the position to 1,404 shares worth $1.14M. The position accounts for 0.15% of the portfolio, ranked #123.

Chatham Capital Group first reported a position in CAT in Q2 2018 and has held it in 18 quarters since. The position peaked at $3.61M in Q3 2018. 2,734 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Chatham Capital Group held 1,404 shares of Caterpillar worth $1.14M as of Q3 2026.
Chatham Capital Group bought 700 Caterpillar shares in Q3 2026, an estimated $594K.
Caterpillar made up 0.15% of Chatham Capital Group's portfolio in Q3 2026, its #123 holding.
Chatham Capital Group first reported a position in Caterpillar in Q2 2018 and has held it in 18 quarters since.
Chatham Capital Group's Caterpillar position peaked at $3.61M in Q3 2018.
2,734 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Chatham Capital Group's 13F filing for Q3 2026, filed 16 Oct 2026.