CTA
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Chesley Taft & Associates’s Caterpillar CAT Stock Holding History

Chesley Taft & Associates’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 		$2.65M Buy
2,484
+121
+5% +$106K 0.1% 137
2026
Q1 		$1.67M Buy
2,363
+37
+2% +$25.6K 0.07% 173
2025
Q4 		$1.33M Buy
2,326
+1,249
+116% +$694K 0.05% 190
2025
Q3 		$514K Sell
1,077
-10
-0.9% -$4.27K 0.02% 264
2025
Q2 		$422K Hold
1,087
– – 0.02% 273
2025
Q1 		$358K Sell
1,087
-219
-17% -$78K 0.02% 277
2024
Q4 		$474K Buy
1,306
+35
+3% +$13.6K 0.02% 254
2024
Q3 		$497K Sell
1,271
-15
-1% -$5.18K 0.02% 251
2024
Q2 		$428K Sell
1,286
-77
-6% -$26.7K 0.02% 252
2024
Q1 		$499K Hold
1,363
– – 0.03% 241
2023
Q4 		$403K Hold
1,363
– – 0.02% 259
2023
Q3 		$372K Hold
1,363
– – 0.02% 249
2023
Q2 		$335K Buy
1,363
+20
+1% +$4.46K 0.02% 258
2023
Q1 		$307K Buy
1,343
+48
+4% +$11.6K 0.02% 258
2022
Q4 		$310K Hold
1,295
– – 0.02% 256
2022
Q3 		$212K Buy
1,295
+70
+6% +$12.8K 0.02% 274
2022
Q2 		$219K Buy
1,225
+65
+6% +$13.7K 0.01% 281
2022
Q1 		$251K Hold
1,160
– – 0.01% 278
2021
Q4 		$240K Sell
1,160
-50
-4% -$10.1K 0.01% 285
2021
Q3 		$232K Buy
1,210
+50
+4% +$10.4K 0.01% 289
2021
Q2 		$252K Buy
1,160
+50
+5% +$11.5K 0.01% 283
2021
Q1 		$259K Sell
1,110
-23
-2% -$4.76K 0.02% 275
2020
Q4 		$206K Buy
+1,133
New +$192K 0.01% 282
2020
Q3 		– Sell
-2,965
Closed -$375K – 264
2020
Q2 		$375K Hold
2,965
– – 0.03% 209
2020
Q1 		$344K Sell
2,965
-61
-2% -$7.79K 0.03% 203
2019
Q4 		$447K Buy
3,026
+1
+0% +$140 0.03% 215
2019
Q3 		$382K Buy
3,025
+43
+1% +$5.46K 0.03% 222
2019
Q2 		$406K Hold
2,982
– – 0.03% 215
2019
Q1 		$404K Hold
2,982
– – 0.03% 220
2018
Q4 		$379K Sell
2,982
-214
-7% -$27.8K 0.04% 220
2018
Q3 		$487K Buy
3,196
+400
+14% +$56.6K 0.04% 221
2018
Q2 		$379K Sell
2,796
-1,371
-33% -$205K 0.03% 227
2018
Q1 		$614K Buy
4,167
+15
+0.4% +$2.37K 0.05% 201
2017
Q4 		$654K Sell
4,152
-646
-13% -$89.6K 0.06% 205
2017
Q3 		$598K Buy
4,798
+668
+16% +$76.9K 0.05% 209
2017
Q2 		$444K Buy
4,130
+930
+29% +$94.5K 0.04% 225
2017
Q1 		$297K Sell
3,200
-100
-3% -$9.47K 0.03% 245
2016
Q4 		$306K Hold
3,300
– – 0.03% 240
2016
Q3 		$293K Hold
3,300
– – 0.03% 227
2016
Q2 		$250K Hold
3,300
– – 0.03% 230
2016
Q1 		$253K Sell
3,300
-200
-6% -$13.4K 0.03% 224
2015
Q4 		$238K Sell
3,500
-4,566
-57% -$319K 0.03% 231
2015
Q3 		$527K Sell
8,066
-51
-0.6% -$3.9K 0.06% 170
2015
Q2 		$688K Buy
8,117
+51
+0.6% +$4.38K 0.07% 159
2015
Q1 		$646K Sell
8,066
-170
-2% -$14.1K 0.07% 165
2014
Q4 		$754K Buy
8,236
+100
+1% +$9.73K 0.08% 159
2014
Q3 		$806K Hold
8,136
– – 0.08% 152
2014
Q2 		$884K Hold
8,136
– – 0.09% 148
2014
Q1 		$808K Hold
8,136
– – 0.09% 156
2013
Q4 		$739K Buy
8,136
+70
+0.9% +$5.98K 0.07% 182
2013
Q3 		$673K Hold
8,066
– – 0.07% 183
2013
Q2 		$665K Buy
+8,066
New +$686K 0.08% 180

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Chesley Taft & Associates's CAT Position: Q2 2026 in Review

Chesley Taft & Associates increased its Caterpillar (CAT) stake by 5.1% in Q2 2026, buying an estimated $106K and bringing the position to 2,484 shares worth $2.65M. The position accounts for 0.1% of the portfolio, ranked #137.

Chesley Taft & Associates first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Chesley Taft & Associates held 2,484 shares of Caterpillar worth $2.65M as of Q2 2026.
  • Chesley Taft & Associates bought 121 Caterpillar shares in Q2 2026, an estimated $106K.
  • Caterpillar made up 0.1% of Chesley Taft & Associates's portfolio in Q2 2026, its #137 holding.
  • Chesley Taft & Associates first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.