CWM
CAT icon

Chesapeake Wealth Management’s Caterpillar CAT Stock Holding History

Chesapeake Wealth Management’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 		$2M Sell
2,822
-221
-7% -$153K 0.61% 49
2025
Q4 		$1.74M Sell
3,043
-90
-3% -$50K 0.52% 52
2025
Q3 		$1.49M Buy
3,133
+60
+2% +$25.6K 0.46% 55
2025
Q2 		$1.19M Buy
3,073
+412
+15% +$137K 0.4% 63
2025
Q1 		$878K Buy
2,661
+94
+4% +$33.5K 0.31% 79
2024
Q4 		$931K Buy
2,567
+87
+4% +$33.7K 0.32% 79
2024
Q3 		$970K Buy
2,480
+177
+8% +$61.1K 0.33% 77
2024
Q2 		$767K Buy
+2,303
New +$799K 0.28% 83

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Chesapeake Wealth Management's CAT Position: Q1 2026 in Review

Chesapeake Wealth Management reduced its Caterpillar (CAT) stake by 7.3% in Q1 2026, selling an estimated $153K and leaving 2,822 shares worth $2M. The position accounts for 0.61% of the portfolio, ranked #49.

Chesapeake Wealth Management first reported a position in CAT in Q2 2024 and has held it in 8 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Chesapeake Wealth Management held 2,822 shares of Caterpillar worth $2M as of Q1 2026.
  • Chesapeake Wealth Management sold 221 Caterpillar shares in Q1 2026, an estimated $153K.
  • Caterpillar made up 0.61% of Chesapeake Wealth Management's portfolio in Q1 2026, its #49 holding.
  • Chesapeake Wealth Management first reported a position in Caterpillar in Q2 2024 and has held it in 8 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Chesapeake Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.